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Lumature Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lumature Wealth Partners’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
Q1 		– Sell
-89
Closed -$7K – 404
2021
Q4 		$7K Buy
+89
New +$7.24K ﹤0.01% 353

Other funds holding BSV

Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lumature Wealth Partners's BSV Position: Q1 2022 in Review

Lumature Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 89 shares — an estimated $7K sold.

Lumature Wealth Partners first reported a position in BSV in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

  • Lumature Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 89 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $7K.
  • Lumature Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $7K in Q4 2021.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.