IronBridge Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-100	Closed	-$5K	–	293
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	242
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	216
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	205
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	216
2020 Q4	$6K	Buy	+100	New	+$5.46K	﹤0.01%	184

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

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

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

SCM

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

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

RJA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

IronBridge Private Wealth's VTEB Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

IronBridge Private Wealth first reported a position in VTEB in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q2 2021. 733 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

IronBridge Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 100 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $5K.
IronBridge Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $6K in Q2 2021.
733 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.