MFBTD
BSV icon

MB Financial Bank - Trust Department’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MB Financial Bank - Trust Department’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
2018
Q4 		– Sell
-1,500
Closed -$117K – 368
2018
Q3 		$117K Buy
+1,500
New +$117K 0.01% 177

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MB Financial Bank - Trust Department's BSV Position: Q4 2018 in Review

MB Financial Bank - Trust Department sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 1,500 shares — an estimated $117K sold.

MB Financial Bank - Trust Department first reported a position in BSV in Q3 2018 and held it in 1 quarter. The position peaked at $117K in Q3 2018. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

  • MB Financial Bank - Trust Department reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 1,500 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $117K.
  • MB Financial Bank - Trust Department first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 1 quarter.
  • MB Financial Bank - Trust Department's Vanguard Short-Term Bond ETF position peaked at $117K in Q3 2018.
  • 706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on MB Financial Bank - Trust Department's 13F filing for Q4 2018, filed 9 Jan 2019.