First National Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

First National Trust’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
2021 Q3	–	Sell	-3,177	Closed	-$261K	–	361
2021 Q2	$261K	Buy	+3,177	New	+$261K	0.02%	313
2017 Q3	–	Sell	-2,659	Closed	-$212K	–	325
2017 Q2	$212K	Buy	+2,659	New	+$212K	0.03%	309

Other funds holding BSV

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

First National Trust's BSV Position: Q3 2021 in Review

First National Trust sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 3,177 shares — an estimated $261K sold.

First National Trust first reported a position in BSV in Q2 2017 and held it in 2 quarters. The position peaked at $261K in Q2 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

First National Trust reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
First National Trust sold 3,177 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $261K.
First National Trust first reported a position in Vanguard Short-Term Bond ETF in Q2 2017 and held it in 2 quarters.
First National Trust's Vanguard Short-Term Bond ETF position peaked at $261K in Q2 2021.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on First National Trust's 13F filing for Q3 2021, filed 5 Nov 2021.