First National Bank of South Miami’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First National Bank of South Miami’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,839	Closed	-$163K	–	281
2019 Q3	$163K	Hold	1,839	–	–	0.16%	121
2019 Q2	$159K	Hold	1,839	–	–	0.15%	123
2019 Q1	$154K	Hold	1,839	–	–	0.15%	118
2018 Q4	$152K	Buy	+1,839	New	+$147K	0.15%	121

Other funds holding BIV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

First National Bank of South Miami's BIV Position: Q4 2019 in Review

First National Bank of South Miami sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 1,839 shares — an estimated $163K sold.

First National Bank of South Miami first reported a position in BIV in Q4 2018 and held it in 4 quarters. The position peaked at $163K in Q3 2019. 478 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

First National Bank of South Miami reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 1,839 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $163K.
First National Bank of South Miami first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's Vanguard Intermediate-Term Bond ETF position peaked at $163K in Q3 2019.
478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on First National Bank of South Miami's 13F filing for Q4 2019, filed 12 Feb 2020.