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Montecito Bank & Trust’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Montecito Bank & Trust’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-979
Closed -$87K – 202
2016
Q4 		$87K Buy
+979
New +$90K 0.03% 237

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IH
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SCA
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SMM
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Montecito Bank & Trust's BLV Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2017, closing a stake of 979 shares — an estimated $87K sold.

Montecito Bank & Trust first reported a position in BLV in Q4 2016 and held it in 1 quarter. The position peaked at $87K in Q4 2016. 119 funds tracked by Wall St. Rank hold BLV as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 979 Vanguard Long-Term Bond ETF shares in Q1 2017, an estimated $87K.
  • Montecito Bank & Trust first reported a position in Vanguard Long-Term Bond ETF in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Vanguard Long-Term Bond ETF position peaked at $87K in Q4 2016.
  • 119 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.