LGT Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LGT Financial Advisors’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
2024 Q2	–	Sell	-2,535	Closed	-$194K	–	787
2024 Q1	$194K	Hold	2,535	–	–	0.23%	101
2023 Q4	$195K	Hold	2,535	–	–	0.24%	93
2023 Q3	$191K	Sell	2,535 -337	-12%	-$25.4K	0.24%	85
2023 Q2	$217K	Buy	+2,872	New	+$219K	0.23%	111
2023 Q1	–	Sell	-2,535	Closed	-$191K	–	101
2022 Q4	$191K	Buy	+2,535	New	+$190K	0.22%	103

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LGT Financial Advisors's BSV Position: Q2 2024 in Review

LGT Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 2,535 shares — an estimated $194K sold.

LGT Financial Advisors first reported a position in BSV in Q4 2022 and held it in 5 quarters. The position peaked at $217K in Q2 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

LGT Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 2,535 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $194K.
LGT Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 5 quarters.
LGT Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $217K in Q2 2023.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.