I
BSV icon

IberiaBank’s Vanguard Short-Term Bond ETF BSV Stock Holding History

IberiaBank’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
2020
Q2 		$53.5M Sell
643,560
-19,024
-3% -$1.57M 6.3% 1
2020
Q1 		$54.5M Buy
662,584
+151,880
+30% +$12.3M 7.17% 1
2019
Q4 		$41.2M Buy
510,704
+92,362
+22% +$7.45M 4.32% 1
2019
Q3 		$33.8M Buy
418,342
+11,630
+3% +$938K 3.9% 1
2019
Q2 		$32.8M Buy
406,712
+144,112
+55% +$11.5M 3.61% 1
2019
Q1 		$20.9M Sell
262,600
-48,549
-16% -$3.83M 2.42% 5
2018
Q4 		$24.4M Buy
311,149
+6,626
+2% +$517K 3.18% 3
2018
Q3 		$23.8M Buy
304,523
+164,431
+117% +$12.8M 2.97% 4
2018
Q2 		$11M Buy
140,092
+72,551
+107% +$5.67M 1.9% 6
2018
Q1 		$5.3M Sell
67,541
-99,098
-59% -$7.79M 1.05% 21
2017
Q4 		$13.2M Sell
166,639
-19,527
-10% -$1.55M 2.06% 4
2017
Q3 		$14.9M Buy
186,166
+181,076
+3,557% +$14.5M 2.46% 3
2017
Q2 		$406K Sell
5,090
-606
-11% -$48.4K 0.12% 127
2017
Q1 		$454K Sell
5,696
-4,652
-45% -$370K 0.14% 127
2016
Q4 		$822K Buy
10,348
+4,591
+80% +$367K 0.3% 70
2016
Q3 		$465K Buy
5,757
+907
+19% +$73.3K 0.2% 91
2016
Q2 		$393K Sell
4,850
-2,956
-38% -$238K 0.17% 102
2016
Q1 		$629K Sell
7,806
-1,176
-13% -$94.3K 0.3% 70
2015
Q4 		$715K Buy
8,982
+6,090
+211% +$487K 0.32% 70
2015
Q3 		$232K Hold
2,892
– – 0.12% 135
2015
Q2 		$232K Hold
2,892
– – 0.1% 162
2015
Q1 		$233K Buy
+2,892
New +$232K 0.1% 169
2014
Q3 		– Sell
-3,017
Closed -$242K – 168
2014
Q2 		$242K Sell
3,017
-644
-18% -$51.7K 0.14% 149
2014
Q1 		$293K Buy
3,661
+348
+11% +$27.9K 0.18% 109
2013
Q4 		$265K Buy
3,313
+293
+10% +$23.6K 0.17% 118
2013
Q3 		$243K Sell
3,020
-4,555
-60% -$365K 0.16% 133
2013
Q2 		$607K Buy
+7,575
New +$612K 0.46% 71

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

IberiaBank's BSV Position: Q2 2020 in Review

IberiaBank reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.9% in Q2 2020, selling an estimated $1.57M and leaving 643,560 shares worth $53.5M. The position accounts for 6.3% of the portfolio, ranked #1.

IberiaBank first reported a position in BSV in Q2 2013 and has held it in 27 quarters since. The position peaked at $54.5M in Q1 2020. 860 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • IberiaBank held 643,560 shares of Vanguard Short-Term Bond ETF worth $53.5M as of Q2 2020.
  • IberiaBank sold 19,024 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $1.57M.
  • Vanguard Short-Term Bond ETF made up 6.3% of IberiaBank's portfolio in Q2 2020, its #1 holding.
  • IberiaBank first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • IberiaBank's Vanguard Short-Term Bond ETF position peaked at $54.5M in Q1 2020.
  • 860 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

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