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IberiaBank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

IberiaBank’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
2020
Q2 		$2.71M Sell
29,086
-856
-3% -$78.3K 0.32% 87
2020
Q1 		$2.67M Buy
29,942
+441
+1% +$39.1K 0.35% 84
2019
Q4 		$2.57M Sell
29,501
-863
-3% -$75.6K 0.27% 92
2019
Q3 		$2.67M Buy
30,364
+2,136
+8% +$187K 0.31% 84
2019
Q2 		$2.44M Sell
28,228
-2,233
-7% -$189K 0.27% 91
2019
Q1 		$2.56M Sell
30,461
-792
-3% -$65.2K 0.3% 83
2018
Q4 		$2.54M Buy
31,253
+10,921
+54% +$874K 0.33% 84
2018
Q3 		$1.64M Buy
20,332
+3,119
+18% +$252K 0.2% 119
2018
Q2 		$1.39M Buy
17,213
+10,545
+158% +$852K 0.24% 113
2018
Q1 		$545K Sell
6,668
-14,645
-69% -$1.2M 0.11% 161
2017
Q4 		$1.78M Sell
21,313
-1,293
-6% -$109K 0.28% 106
2017
Q3 		$1.92M Buy
22,606
+18,452
+444% +$1.57M 0.32% 95
2017
Q2 		$351K Hold
4,154
– – 0.1% 133
2017
Q1 		$347K Buy
4,154
+881
+27% +$73.3K 0.11% 135
2016
Q4 		$272K Buy
+3,273
New +$278K 0.1% 134

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

IberiaBank's BIV Position: Q2 2020 in Review

IberiaBank reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.9% in Q2 2020, selling an estimated $78.3K and leaving 29,086 shares worth $2.71M. The position accounts for 0.32% of the portfolio, ranked #87.

IberiaBank first reported a position in BIV in Q4 2016 and has held it in 15 quarters since. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • IberiaBank held 29,086 shares of Vanguard Intermediate-Term Bond ETF worth $2.71M as of Q2 2020.
  • IberiaBank sold 856 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $78.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.32% of IberiaBank's portfolio in Q2 2020, its #87 holding.
  • IberiaBank first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.