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Iowa State Bank’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Iowa State Bank’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
2016
Q2 		– Sell
-3,080
Closed -$248K – 93
2016
Q1 		$248K Buy
+3,080
New +$247K 0.14% 80

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TCT
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Iowa State Bank's BSV Position: Q2 2016 in Review

Iowa State Bank sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2016, closing a stake of 3,080 shares — an estimated $248K sold.

Iowa State Bank first reported a position in BSV in Q1 2016 and held it in 1 quarter. The position peaked at $248K in Q1 2016. 496 funds tracked by Wall St. Rank hold BSV as of Q2 2016.

  • Iowa State Bank reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Iowa State Bank sold 3,080 Vanguard Short-Term Bond ETF shares in Q2 2016, an estimated $248K.
  • Iowa State Bank first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and held it in 1 quarter.
  • Iowa State Bank's Vanguard Short-Term Bond ETF position peaked at $248K in Q1 2016.
  • 496 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2016.

Based on Iowa State Bank's 13F filing for Q2 2016, filed 6 Jul 2016.