Lake Point Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lake Point Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$12.6M	Buy	+163,788	New	+$12.6M	7.14%	6

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Lake Point Wealth Management's BSV Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2022: 163,788 shares worth $12.6M. The stake represents 7.14% of the portfolio and ranks #6 among its holdings.

1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Lake Point Wealth Management held 163,788 shares of Vanguard Short-Term Bond ETF worth $12.6M as of Q2 2022.
Vanguard Short-Term Bond ETF was a new Lake Point Wealth Management position in Q2 2022.
Vanguard Short-Term Bond ETF made up 7.14% of Lake Point Wealth Management's portfolio in Q2 2022, its #6 holding.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.