Lincoln Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lincoln Capital’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 Q1	–	Sell	-15,084	Closed	-$1.22M	–	112
2021 Q4	$1.22M	Sell	15,084 -2,088	-12%	-$170K	0.3%	41
2021 Q3	$1.41M	Buy	17,172 +37	+0.2%	+$3.04K	0.38%	37
2021 Q2	$1.41M	Buy	17,135 +1,932	+13%	+$159K	0.39%	36
2021 Q1	$1.25M	Buy	15,203 +1,287	+9%	+$106K	0.39%	36
2020 Q4	$1.15M	Buy	13,916 +2,745	+25%	+$227K	0.38%	35
2020 Q3	$928K	Buy	11,171 +1,145	+11%	+$95.1K	0.34%	39
2020 Q2	$833K	Buy	10,026 +577	+6%	+$47.7K	0.35%	43
2020 Q1	$776K	Buy	9,449 +2,375	+34%	+$193K	0.39%	39
2019 Q4	$570K	Buy	7,074 +1,910	+37%	+$154K	0.24%	47
2019 Q3	$417K	Buy	5,164 +524	+11%	+$42.3K	0.19%	49
2019 Q2	$374K	Buy	4,640 +2,059	+80%	+$164K	0.17%	54
2019 Q1	$205K	Buy	+2,581	New	+$204K	0.1%	70

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

BCMIO

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

TAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lincoln Capital's BSV Position: Q1 2022 in Review

Lincoln Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 15,084 shares — an estimated $1.22M sold.

Lincoln Capital first reported a position in BSV in Q1 2019 and held it in 12 quarters. The position peaked at $1.41M in Q2 2021. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Lincoln Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Lincoln Capital sold 15,084 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $1.22M.
Lincoln Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 12 quarters.
Lincoln Capital's Vanguard Short-Term Bond ETF position peaked at $1.41M in Q2 2021.
1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Lincoln Capital's 13F filing for Q1 2022, filed 5 May 2022.