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Simmons First Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Simmons First Trust’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$4.44M Sell
53,440
-1,130
-2% -$95.1K 0.51% 37
2015
Q3 		$4.63M Buy
54,570
+1,716
+3% +$144K 1.16% 16
2015
Q2 		$4.43M Buy
52,854
+1,704
+3% +$145K 1.08% 17
2015
Q1 		$4.41M Sell
51,150
-1,695
-3% -$145K 1.08% 17
2014
Q4 		$4.47M Buy
+52,845
New +$4.49M 1.13% 16

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simmons First Trust's BIV Position: Q4 2015 in Review

Simmons First Trust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q4 2015, selling an estimated $95.1K and leaving 53,440 shares worth $4.44M. The position accounts for 0.51% of the portfolio, ranked #37.

Simmons First Trust first reported a position in BIV in Q4 2014 and has held it in 5 quarters since. The position peaked at $4.63M in Q3 2015. 261 funds tracked by Wall St. Rank hold BIV as of Q4 2015.

  • Simmons First Trust held 53,440 shares of Vanguard Intermediate-Term Bond ETF worth $4.44M as of Q4 2015.
  • Simmons First Trust sold 1,130 Vanguard Intermediate-Term Bond ETF shares in Q4 2015, an estimated $95.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.51% of Simmons First Trust's portfolio in Q4 2015, its #37 holding.
  • Simmons First Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 5 quarters since.
  • Simmons First Trust's Vanguard Intermediate-Term Bond ETF position peaked at $4.63M in Q3 2015.
  • 261 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.