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Landaas & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Landaas & Company’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 		– Sell
-2,716
Closed -$220K – 68
2022
Q1 		$220K Hold
2,716
– – 0.12% 75
2021
Q4 		$220K Hold
2,716
– – 0.12% 75
2021
Q3 		$223K Hold
2,716
– – 0.13% 68
2021
Q2 		$223K Sell
2,716
-185
-6% -$15.2K 0.12% 69
2021
Q1 		$238K Sell
2,901
-63
-2% -$5.2K 0.14% 62
2020
Q4 		$246K Hold
2,964
– – 0.17% 52
2020
Q3 		$246K Hold
2,964
– – 0.19% 50
2020
Q2 		$246K Hold
2,964
– – 0.2% 47
2020
Q1 		$245K Hold
2,964
– – 0.21% 46
2019
Q4 		$239K Hold
2,964
– – 0.17% 51
2019
Q3 		$239K Hold
2,964
– – 0.17% 51
2019
Q2 		$239K Sell
2,964
-191
-6% -$15.2K 0.17% 51
2019
Q1 		$251K Hold
3,155
– – 0.18% 50
2018
Q4 		$248K Sell
3,155
-215
-6% -$16.8K 0.21% 48
2018
Q3 		$263K Buy
3,370
+61
+2% +$4.76K 0.2% 47
2018
Q2 		$259K Sell
3,309
-365
-10% -$28.5K 0.21% 44
2018
Q1 		$288K Sell
3,674
-79
-2% -$6.21K 0.29% 40
2017
Q4 		$297K Sell
3,753
-960
-20% -$76.3K 0.26% 38
2017
Q3 		$376K Buy
+4,713
New +$377K 0.33% 36

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
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

Landaas & Company's BSV Position: Q2 2022 in Review

Landaas & Company sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 2,716 shares — an estimated $220K sold.

Landaas & Company first reported a position in BSV in Q3 2017 and held it in 19 quarters. The position peaked at $376K in Q3 2017. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • Landaas & Company reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Landaas & Company sold 2,716 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $220K.
  • Landaas & Company first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and held it in 19 quarters.
  • Landaas & Company's Vanguard Short-Term Bond ETF position peaked at $376K in Q3 2017.
  • 1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Landaas & Company's 13F filing for Q2 2022, filed 9 Aug 2022.