CIBC Bank USA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CIBC Bank USA’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 Q4	$294K	Sell	3,649 -1,135	-24%	-$91.6K	0.04%	231
2019 Q3	$386K	Buy	4,784 +1,198	+33%	+$96.6K	0.05%	197
2019 Q2	$289K	Buy	+3,586	New	+$286K	0.04%	212

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIBC Bank USA's BSV Position: Q4 2019 in Review

CIBC Bank USA reduced its Vanguard Short-Term Bond ETF (BSV) stake by 24% in Q4 2019, selling an estimated $91.6K and leaving 3,649 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #231.

CIBC Bank USA first reported a position in BSV in Q2 2019 and has held it in 3 quarters since. The position peaked at $386K in Q3 2019. 827 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

CIBC Bank USA held 3,649 shares of Vanguard Short-Term Bond ETF worth $294K as of Q4 2019.
CIBC Bank USA sold 1,135 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $91.6K.
Vanguard Short-Term Bond ETF made up 0.04% of CIBC Bank USA's portfolio in Q4 2019, its #231 holding.
CIBC Bank USA first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 3 quarters since.
CIBC Bank USA's Vanguard Short-Term Bond ETF position peaked at $386K in Q3 2019.
827 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.