Rockland Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rockland 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
2023 Q3	–	Sell	-4,778	Closed	-$361K	–	287
2023 Q2	$361K	Sell	4,778 -198	-4%	-$15.1K	0.02%	226
2023 Q1	$381K	Sell	4,976 -3,338	-40%	-$253K	0.02%	219
2022 Q4	$626K	Buy	+8,314	New	+$624K	0.04%	186
2014 Q2	–	Sell	-2,649	Closed	-$212K	–	127
2014 Q1	$212K	Buy	+2,649	New	+$212K	0.05%	119

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockland Trust's BSV Position: Q3 2023 in Review

Rockland Trust sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 4,778 shares — an estimated $361K sold.

Rockland Trust first reported a position in BSV in Q1 2014 and held it in 4 quarters. The position peaked at $626K in Q4 2022. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Rockland Trust reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Rockland Trust sold 4,778 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $361K.
Rockland Trust first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and held it in 4 quarters.
Rockland Trust's Vanguard Short-Term Bond ETF position peaked at $626K in Q4 2022.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Rockland Trust's 13F filing for Q3 2023, filed 26 Oct 2023.