First National Bank of Mount Dora’s Vanguard Short-Term Bond ETF BSV Stock Holding History

First National Bank of Mount Dora’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
2023 Q2	–	Sell	-13,906	Closed	-$1.06M	–	139
2023 Q1	$1.06M	Buy	+13,906	New	+$1.05M	0.32%	66

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First National Bank of Mount Dora's BSV Position: Q2 2023 in Review

First National Bank of Mount Dora sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 13,906 shares — an estimated $1.06M sold.

First National Bank of Mount Dora first reported a position in BSV in Q1 2023 and held it in 1 quarter. The position peaked at $1.06M in Q1 2023. 1,141 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

First National Bank of Mount Dora reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of Mount Dora sold 13,906 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $1.06M.
First National Bank of Mount Dora first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 1 quarter.
First National Bank of Mount Dora's Vanguard Short-Term Bond ETF position peaked at $1.06M in Q1 2023.
1,141 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on First National Bank of Mount Dora's 13F filing for Q2 2023, filed 7 Jul 2023.