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American State Bank (Iowa)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

American State Bank (Iowa)’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-31
Closed -$1.44K – 313
2023
Q4 		$1.44K Hold
31
– – ﹤0.01% 323
2023
Q3 		$1.36K Hold
31
– – ﹤0.01% 318
2023
Q2 		$1.43K Hold
31
– – ﹤0.01% 319
2023
Q1 		$1.44K Buy
+31
New +$1.44K ﹤0.01% 320

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American State Bank (Iowa)'s VMBS Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2024, closing a stake of 31 shares — an estimated $1.44K sold.

American State Bank (Iowa) first reported a position in VMBS in Q1 2023 and held it in 4 quarters. The position peaked at $1.44K in Q1 2023. 581 funds tracked by Wall St. Rank hold VMBS as of Q1 2024.

  • American State Bank (Iowa) reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2024 after selling out during the quarter.
  • American State Bank (Iowa) sold 31 Vanguard Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $1.44K.
  • American State Bank (Iowa) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2023 and held it in 4 quarters.
  • American State Bank (Iowa)'s Vanguard Mortgage-Backed Securities ETF position peaked at $1.44K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.