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

Lionsbridge 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
2022 Q4	–	Sell	-28,048	Closed	-$2.1M	–	41
2022 Q3	$2.1M	Sell	28,048 -24	-0.1%	-$1.83K	3%	8
2022 Q2	$2.15M	Sell	28,072 -1,316	-4%	-$101K	2.49%	9
2022 Q1	$2.29M	Sell	29,388 -1,228	-4%	-$97.5K	2.65%	10
2021 Q4	$2.47M	Sell	30,616 -155	-0.5%	-$12.6K	2.66%	8
2021 Q3	$2.52M	Sell	30,771 -90	-0.3%	-$7.4K	2.72%	8
2021 Q2	$2.54M	Buy	30,861 +3,545	+13%	+$292K	2.71%	10
2021 Q1	$2.25M	Buy	27,316 +996	+4%	+$82.2K	2.19%	12
2020 Q4	$2.18M	Sell	26,320 -1,229	-4%	-$102K	2.36%	12
2020 Q3	$2.29M	Buy	27,549 +7,025	+34%	+$584K	2.75%	9
2020 Q2	$1.71M	Buy	20,524 +505	+3%	+$41.8K	1.92%	14
2020 Q1	$1.65M	Sell	20,019 -594	-3%	-$48.2K	1.97%	9
2019 Q4	$1.66M	Buy	+20,613	New	+$1.66M	1.55%	19

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

BCMIO

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lionsbridge Wealth Management's BSV Position: Q4 2022 in Review

Lionsbridge Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 28,048 shares — an estimated $2.1M sold.

Lionsbridge Wealth Management first reported a position in BSV in Q4 2019 and held it in 12 quarters. The position peaked at $2.54M in Q2 2021. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Lionsbridge Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 28,048 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $2.1M.
Lionsbridge Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 12 quarters.
Lionsbridge Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.54M in Q2 2021.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.