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Indiana Trust & Investment Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Indiana Trust & Investment Management’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15
Closed -$684 – 490
2024
Q1 		$684 Hold
15
– – ﹤0.01% 464
2023
Q4 		$695 Hold
15
– – ﹤0.01% 437
2023
Q3 		$657 Buy
+15
New +$676 ﹤0.01% 428

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Indiana Trust & Investment Management's VMBS Position: Q2 2024 in Review

Indiana Trust & Investment Management sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2024, closing a stake of 15 shares — an estimated $684 sold.

Indiana Trust & Investment Management first reported a position in VMBS in Q3 2023 and held it in 3 quarters. The position peaked at $695 in Q4 2023. 584 funds tracked by Wall St. Rank hold VMBS as of Q2 2024.

  • Indiana Trust & Investment Management reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 15 Vanguard Mortgage-Backed Securities ETF shares in Q2 2024, an estimated $684.
  • Indiana Trust & Investment Management first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2023 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Vanguard Mortgage-Backed Securities ETF position peaked at $695 in Q4 2023.
  • 584 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.