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

Lindbrook 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
2024 Q1	–	Sell	-174	Closed	-$13.4K	–	2662
2023 Q4	$13.4K	Buy	174 +70	+67%	+$5.3K	﹤0.01%	1385
2023 Q3	$7.82K	Hold	104	–	–	﹤0.01%	1534
2023 Q2	$7.86K	Sell	104 -896	-90%	-$68.3K	﹤0.01%	1606
2023 Q1	$76.5K	Hold	1,000	–	–	0.01%	553
2022 Q4	$75.3K	Sell	1,000 -141	-12%	-$10.6K	0.01%	566
2022 Q3	$85K	Buy	1,141 +141	+14%	+$10.8K	0.01%	479
2022 Q2	$77K	Hold	1,000	–	–	0.01%	512
2022 Q1	$78K	Hold	1,000	–	–	0.01%	542
2021 Q4	$81K	Buy	+1,000	New	+$81.3K	0.01%	555
2021 Q3	–	Sell	-85	Closed	-$7K	–	1865
2021 Q2	$7K	Hold	85	–	–	﹤0.01%	1175
2021 Q1	$7K	Hold	85	–	–	﹤0.01%	1137
2020 Q4	$7K	Hold	85	–	–	﹤0.01%	1029
2020 Q3	$7K	Hold	85	–	–	﹤0.01%	943
2020 Q2	$7K	Hold	85	–	–	﹤0.01%	950
2020 Q1	$7K	Hold	85	–	–	﹤0.01%	854
2019 Q4	$7K	Hold	85	–	–	﹤0.01%	1001
2019 Q3	$7K	Hold	85	–	–	﹤0.01%	983
2019 Q2	$6K	Sell	85 -1	-1%	-$80	﹤0.01%	1003
2019 Q1	$6K	Hold	86	–	–	﹤0.01%	1020
2018 Q4	$6K	Buy	+86	New	+$6.71K	﹤0.01%	951

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lindbrook Capital's BSV Position: Q1 2024 in Review

Lindbrook Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 174 shares — an estimated $13.4K sold.

Lindbrook Capital first reported a position in BSV in Q4 2018 and held it in 20 quarters. The position peaked at $85K in Q3 2022. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Lindbrook Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Lindbrook Capital sold 174 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $13.4K.
Lindbrook Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 20 quarters.
Lindbrook Capital's Vanguard Short-Term Bond ETF position peaked at $85K in Q3 2022.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.