Hancock Whitney Investment Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hancock Whitney Investment Services’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
2022 Q2	$3.8M	Buy	49,476 +479	+1%	+$36.9K	2.42%	12
2022 Q1	$3.82M	Buy	48,997 +1,818	+4%	+$144K	2.2%	11
2021 Q4	$3.81M	Buy	+47,179	New	+$3.84M	0.66%	30

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TAIM

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

Hancock Whitney Investment Services's BSV Position: Q2 2022 in Review

Hancock Whitney Investment Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.98% in Q2 2022, buying an estimated $36.9K and bringing the position to 49,476 shares worth $3.8M. The position accounts for 2.42% of the portfolio, ranked #12.

Hancock Whitney Investment Services first reported a position in BSV in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.82M in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Hancock Whitney Investment Services held 49,476 shares of Vanguard Short-Term Bond ETF worth $3.8M as of Q2 2022.
Hancock Whitney Investment Services bought 479 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $36.9K.
Vanguard Short-Term Bond ETF made up 2.42% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #12 holding.
Hancock Whitney Investment Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 3 quarters since.
Hancock Whitney Investment Services's Vanguard Short-Term Bond ETF position peaked at $3.82M in Q1 2022.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.