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Lloyd Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Lloyd Advisory Services’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-547
Closed -$27.3K – 1012
2026
Q1 		$27.3K Buy
+547
New +$27.3K 0.01% 348

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BI
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HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Lloyd Advisory Services's VUSB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026, closing a stake of 547 shares — an estimated $27.3K sold.

Lloyd Advisory Services first reported a position in VUSB in Q1 2026 and held it in 1 quarter. The position peaked at $27.3K in Q1 2026. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 547 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $27.3K.
  • Lloyd Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Vanguard Ultra-Short Bond ETF position peaked at $27.3K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.