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

First National Bank of South Miami’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	–	Sell	-1,719	Closed	-$139K	–	282
2019 Q3	$139K	Hold	1,719	–	–	0.13%	130
2019 Q2	$138K	Hold	1,719	–	–	0.13%	131
2019 Q1	$137K	Hold	1,719	–	–	0.13%	125
2018 Q4	$136K	Buy	+1,719	New	+$134K	0.13%	128

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

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

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

First National Bank of South Miami sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2019, closing a stake of 1,719 shares — an estimated $139K sold.

First National Bank of South Miami first reported a position in BSV in Q4 2018 and held it in 4 quarters. The position peaked at $139K in Q3 2019. 828 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

First National Bank of South Miami reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 1,719 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $139K.
First National Bank of South Miami first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's Vanguard Short-Term Bond ETF position peaked at $139K in Q3 2019.
828 funds tracked by Wall St. Rank held Vanguard Short-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.