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Israel Discount Bank of New York’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Israel Discount Bank of New York’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
2017
Q1 		– Sell
-1,258
Closed -$100K – 436
2016
Q4 		$100K Buy
+1,258
New +$101K 0.09% 135

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Israel Discount Bank of New York's BSV Position: Q1 2017 in Review

Israel Discount Bank of New York sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2017, closing a stake of 1,258 shares — an estimated $100K sold.

Israel Discount Bank of New York first reported a position in BSV in Q4 2016 and held it in 1 quarter. The position peaked at $100K in Q4 2016. 563 funds tracked by Wall St. Rank hold BSV as of Q1 2017.

  • Israel Discount Bank of New York reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 1,258 Vanguard Short-Term Bond ETF shares in Q1 2017, an estimated $100K.
  • Israel Discount Bank of New York first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 1 quarter.
  • Israel Discount Bank of New York's Vanguard Short-Term Bond ETF position peaked at $100K in Q4 2016.
  • 563 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2017.

Based on Israel Discount Bank of New York's 13F filing for Q1 2017, filed 11 May 2017.