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

LBA 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
2017
Q1 		$6K Hold
76
– – ﹤0.01% 349
2016
Q4 		$6K Hold
76
– – ﹤0.01% 351
2016
Q3 		$6K Hold
76
– – ﹤0.01% 357
2016
Q2 		$6K Hold
76
– – ﹤0.01% 341
2016
Q1 		$6K Hold
76
– – ﹤0.01% 332
2015
Q4 		$6K Buy
+76
New +$6.08K ﹤0.01% 325

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LBA Wealth Management's BSV Position: Q1 2017 in Review

LBA Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2017 at 76 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

LBA Wealth Management first reported a position in BSV in Q4 2015 and has held it in 6 quarters since. 562 funds tracked by Wall St. Rank hold BSV as of Q1 2017.

  • LBA Wealth Management held 76 shares of Vanguard Short-Term Bond ETF worth $6K as of Q1 2017.
  • LBA Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2017.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #349 holding.
  • LBA Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 6 quarters since.
  • 562 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.