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

Lyell 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 Q2	–	Sell	-2,503	Closed	-$195K	–	194
2022 Q1	$195K	Hold	2,503	–	–	0.03%	192
2021 Q4	$202K	Hold	2,503	–	–	0.02%	183
2021 Q3	$205K	Hold	2,503	–	–	0.02%	175
2021 Q2	$206K	Hold	2,503	–	–	0.03%	180
2021 Q1	$206K	Hold	2,503	–	–	0.03%	167
2020 Q4	$207K	Hold	2,503	–	–	0.03%	156
2020 Q3	$208K	Hold	2,503	–	–	0.04%	129
2020 Q2	$208K	Hold	2,503	–	–	0.05%	118
2020 Q1	$206K	Hold	2,503	–	–	0.06%	115
2019 Q4	$202K	Hold	2,503	–	–	0.05%	129
2019 Q3	$202K	Hold	2,503	–	–	0.06%	117
2019 Q2	$202K	Buy	+2,503	New	+$200K	0.06%	118

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

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

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

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

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

Lyell Wealth Management's BSV Position: Q2 2022 in Review

Lyell Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 2,503 shares — an estimated $195K sold.

Lyell Wealth Management first reported a position in BSV in Q2 2019 and held it in 12 quarters. The position peaked at $208K in Q3 2020. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Lyell Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Lyell Wealth Management sold 2,503 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $195K.
Lyell Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 12 quarters.
Lyell Wealth Management's Vanguard Short-Term Bond ETF position peaked at $208K in Q3 2020.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Lyell Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.