IberiaBank’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

IberiaBank’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$4.53M	Sell	83,674 -1,248	-1%	-$66.5K	0.53%	65
2020 Q1	$4.49M	Hold	84,922	–	–	0.59%	57
2019 Q4	$4.55M	Buy	84,922 +1,955	+2%	+$105K	0.48%	66
2019 Q3	$4.45M	Buy	82,967 +3,993	+5%	+$214K	0.51%	65
2019 Q2	$4.19M	Sell	78,974 -16,380	-17%	-$860K	0.46%	68
2019 Q1	$4.97M	Buy	95,354 +2,416	+3%	+$124K	0.58%	57
2018 Q4	$4.74M	Buy	92,938 +53,332	+135%	+$2.69M	0.62%	54
2018 Q3	$2M	Buy	39,606 +27,400	+224%	+$1.39M	0.25%	104
2018 Q2	$622K	Buy	+12,206	New	+$619K	0.11%	161

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IberiaBank's VTEB Position: Q2 2020 in Review

IberiaBank reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.5% in Q2 2020, selling an estimated $66.5K and leaving 83,674 shares worth $4.53M. The position accounts for 0.53% of the portfolio, ranked #65.

IberiaBank first reported a position in VTEB in Q2 2018 and has held it in 9 quarters since. The position peaked at $4.97M in Q1 2019. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

IberiaBank held 83,674 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.53M as of Q2 2020.
IberiaBank sold 1,248 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $66.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.53% of IberiaBank's portfolio in Q2 2020, its #65 holding.
IberiaBank first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and has held it in 9 quarters since.
IberiaBank's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.97M in Q1 2019.
431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

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