iAB Financial Bank’s Vanguard Short-Term Bond ETF BSV Stock Holding History

iAB Financial Bank’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
2017 Q2	$446K	Buy	5,585 +1,725	+45%	+$138K	0.22%	94
2017 Q1	$308K	Sell	3,860 -600	-13%	-$47.8K	0.16%	111
2016 Q4	$354K	Sell	4,460 -50	-1%	-$4K	0.2%	95
2016 Q3	$365K	Sell	4,510 -25	-0.6%	-$2.02K	0.22%	87
2016 Q2	$368K	Sell	4,535 -45	-1%	-$3.63K	0.24%	87
2016 Q1	$369K	Buy	4,580 +220	+5%	+$17.6K	0.25%	80
2015 Q4	$347K	Sell	4,360 -4,450	-51%	-$356K	0.25%	81
2015 Q3	$708K	Sell	8,810 -400	-4%	-$32.1K	0.54%	45
2015 Q2	$739K	Sell	9,210 -100	-1%	-$8.03K	0.51%	46
2015 Q1	$750K	Hold	9,310	–	–	0.51%	44
2014 Q4	$744K	Buy	9,310 +300	+3%	+$24.1K	0.63%	40
2014 Q3	$721K	Buy	9,010 +905	+11%	+$72.5K	0.65%	40
2014 Q2	$651K	Buy	8,105 +25	+0.3%	+$2K	0.56%	44
2014 Q1	$647K	Sell	8,080 -108	-1%	-$8.66K	0.57%	43
2013 Q4	$654K	Buy	8,188 +190	+2%	+$15.3K	0.57%	45
2013 Q3	$643K	Buy	7,998 +1,000	+14%	+$80.1K	0.62%	40
2013 Q2	$560K	Buy	+6,998	New	+$565K	0.56%	46

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

PCA

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

iAB Financial Bank's BSV Position: Q2 2017 in Review

iAB Financial Bank increased its Vanguard Short-Term Bond ETF (BSV) stake by 45% in Q2 2017, buying an estimated $138K and bringing the position to 5,585 shares worth $446K. The position accounts for 0.22% of the portfolio, ranked #94.

iAB Financial Bank first reported a position in BSV in Q2 2013 and has held it in 17 quarters since. The position peaked at $750K in Q1 2015. 575 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

iAB Financial Bank held 5,585 shares of Vanguard Short-Term Bond ETF worth $446K as of Q2 2017.
iAB Financial Bank bought 1,725 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $138K.
Vanguard Short-Term Bond ETF made up 0.22% of iAB Financial Bank's portfolio in Q2 2017, its #94 holding.
iAB Financial Bank first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 17 quarters since.
iAB Financial Bank's Vanguard Short-Term Bond ETF position peaked at $750K in Q1 2015.
575 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.