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

Lourd 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
2019 Q2	$451K	Hold	5,600	–	–	0.04%	66
2019 Q1	$446K	Hold	5,600	–	–	0.04%	66
2018 Q4	$440K	Hold	5,600	–	–	0.03%	129
2018 Q3	$437K	Buy	+5,600	New	+$437K	0.03%	147
2018 Q1	–	Sell	-5,600	Closed	-$443K	–	145
2017 Q4	$443K	Hold	5,600	–	–	0.03%	172
2017 Q3	$447K	Hold	5,600	–	–	0.04%	68
2017 Q2	$447K	Hold	5,600	–	–	0.04%	67
2017 Q1	$446K	Hold	5,600	–	–	0.04%	62
2016 Q4	$445K	Hold	5,600	–	–	0.04%	56
2016 Q3	$453K	Hold	5,600	–	–	0.05%	57
2016 Q2	$454K	Hold	5,600	–	–	0.13%	64
2016 Q1	$452K	Hold	5,600	–	–	0.05%	68
2015 Q4	$446K	Hold	5,600	–	–	0.05%	65
2015 Q3	$450K	Hold	5,600	–	–	0.05%	59
2015 Q2	$449K	Hold	5,600	–	–	0.05%	69
2015 Q1	$451K	Hold	5,600	–	–	0.04%	68
2014 Q4	$448K	Hold	5,600	–	–	0.04%	65
2014 Q3	$448K	Hold	5,600	–	–	0.05%	63
2014 Q2	$450K	Hold	5,600	–	–	0.05%	65
2014 Q1	$449K	Hold	5,600	–	–	0.05%	63
2013 Q4	$448K	Hold	5,600	–	–	0.05%	62
2013 Q3	$450K	Hold	5,600	–	–	0.05%	60
2013 Q2	$448K	Buy	+5,600	New	+$452K	0.05%	60

Other funds holding BSV

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Lourd Capital's BSV Position: Q2 2019 in Review

Lourd Capital held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2019 at 5,600 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #66.

Lourd Capital first reported a position in BSV in Q2 2013 and has held it in 23 quarters since. The position peaked at $454K in Q2 2016. 733 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

Lourd Capital held 5,600 shares of Vanguard Short-Term Bond ETF worth $451K as of Q2 2019.
Lourd Capital left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2019.
Vanguard Short-Term Bond ETF made up 0.04% of Lourd Capital's portfolio in Q2 2019, its #66 holding.
Lourd Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 23 quarters since.
Lourd Capital's Vanguard Short-Term Bond ETF position peaked at $454K in Q2 2016.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.