MBT
BSV icon

Monroe Bank & Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Monroe Bank & Trust’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
2013
Q4 		– Sell
-900
Closed -$72K – 291
2013
Q3 		$72K Buy
+900
New +$72.1K 0.03% 157

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
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
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Monroe Bank & Trust's BSV Position: Q4 2013 in Review

Monroe Bank & Trust sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2013, closing a stake of 900 shares — an estimated $72K sold.

Monroe Bank & Trust first reported a position in BSV in Q3 2013 and held it in 1 quarter. The position peaked at $72K in Q3 2013. 339 funds tracked by Wall St. Rank hold BSV as of Q4 2013.

  • Monroe Bank & Trust reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Monroe Bank & Trust sold 900 Vanguard Short-Term Bond ETF shares in Q4 2013, an estimated $72K.
  • Monroe Bank & Trust first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 1 quarter.
  • Monroe Bank & Trust's Vanguard Short-Term Bond ETF position peaked at $72K in Q3 2013.
  • 339 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2013.

Based on Monroe Bank & Trust's 13F filing for Q4 2013, filed 6 Jan 2014.