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Indiana Trust & Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Indiana Trust & Investment Management’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37
Closed -$3K – 477
2023
Q4 		$3K Buy
+37
New +$2.65K ﹤0.01% 416

Other funds holding EDV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Indiana Trust & Investment Management's EDV Position: Q1 2024 in Review

Indiana Trust & Investment Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2024, closing a stake of 37 shares — an estimated $3K sold.

Indiana Trust & Investment Management first reported a position in EDV in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 170 funds tracked by Wall St. Rank hold EDV as of Q1 2024.

  • Indiana Trust & Investment Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 37 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $3K.
  • Indiana Trust & Investment Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Vanguard World Funds Extended Duration ETF position peaked at $3K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2024, filed 16 Apr 2024.