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Enterprise Trust & Investment’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Enterprise Trust & Investment’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
2020
Q4 		– Sell
-38
Closed -$3K – 185
2020
Q3 		$3K Hold
38
– – ﹤0.01% 189
2020
Q2 		$3K Hold
38
– – ﹤0.01% 184
2020
Q1 		$3K Hold
38
– – ﹤0.01% 179
2019
Q4 		$3K Hold
38
– – ﹤0.01% 181
2019
Q3 		$3K Hold
38
– – ﹤0.01% 190
2019
Q2 		$3K Buy
+38
New +$3.03K ﹤0.01% 175

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Enterprise Trust & Investment's BSV Position: Q4 2020 in Review

Enterprise Trust & Investment sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 38 shares — an estimated $3K sold.

Enterprise Trust & Investment first reported a position in BSV in Q2 2019 and held it in 6 quarters. The position peaked at $3K in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Enterprise Trust & Investment reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Enterprise Trust & Investment sold 38 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $3K.
  • Enterprise Trust & Investment first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 6 quarters.
  • Enterprise Trust & Investment's Vanguard Short-Term Bond ETF position peaked at $3K in Q3 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Enterprise Trust & Investment's 13F filing for Q4 2020, filed 14 Jan 2021.