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Lowery Thomas LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lowery Thomas LLC’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
Q2 		– Sell
-8,326
Closed -$649K – 47
2022
Q1 		$649K Sell
8,326
-39,900
-83% -$3.17M 0.5% 34
2021
Q4 		$3.9M Buy
+48,226
New +$3.92M 2.69% 16

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Lowery Thomas LLC's BSV Position: Q2 2022 in Review

Lowery Thomas LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 8,326 shares — an estimated $649K sold.

Lowery Thomas LLC first reported a position in BSV in Q4 2021 and held it in 2 quarters. The position peaked at $3.9M in Q4 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • Lowery Thomas LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Lowery Thomas LLC sold 8,326 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $649K.
  • Lowery Thomas LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Lowery Thomas LLC's Vanguard Short-Term Bond ETF position peaked at $3.9M in Q4 2021.
  • 1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Lowery Thomas LLC's 13F filing for Q2 2022, filed 15 Aug 2022.