Trustmark National Bank Trust Department’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Trustmark National 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
2026 Q1	$221K	Buy	2,815 +262	+10%	+$20.6K	0.01%	261
2025 Q4	$201K	Buy	+2,553	New	+$201K	0.01%	278
2021 Q2	–	Sell	-18,296	Closed	-$1.5M	–	248
2021 Q1	$1.5M	Sell	18,296 -16,990	-48%	-$1.4M	0.13%	119
2020 Q4	$2.92M	Sell	35,286 -1,910	-5%	-$158K	0.27%	77
2020 Q3	$3.09M	Sell	37,196 -5,193	-12%	-$431K	0.31%	66
2020 Q2	$3.52M	Buy	42,389 +38,308	+939%	+$3.17M	0.36%	63
2020 Q1	$335K	Hold	4,081	–	–	0.04%	177
2019 Q4	$329K	Hold	4,081	–	–	0.03%	196
2019 Q3	$330K	Sell	4,081 -3,916	-49%	-$316K	0.03%	186
2019 Q2	$644K	Buy	7,997 +4,194	+110%	+$334K	0.06%	143
2019 Q1	$303K	Sell	3,803 -65	-2%	-$5.13K	0.03%	191
2018 Q4	$304K	Hold	3,868	–	–	0.03%	189
2018 Q3	$302K	Sell	3,868 -35	-0.9%	-$2.73K	0.03%	209
2018 Q2	$305K	Hold	3,903	–	–	0.04%	200
2018 Q1	$306K	Hold	3,903	–	–	0.03%	211
2017 Q4	$309K	Sell	3,903 -33	-0.8%	-$2.62K	0.03%	220
2017 Q3	$314K	Buy	3,936 +33	+0.8%	+$2.64K	0.04%	213
2017 Q2	$312K	Buy	3,903 +125	+3%	+$9.98K	0.04%	216
2017 Q1	$301K	Hold	3,778	–	–	0.04%	214
2016 Q4	$300K	Hold	3,778	–	–	0.04%	210
2016 Q3	$305K	Sell	3,778 -217	-5%	-$17.5K	0.04%	211
2016 Q2	$324K	Sell	3,995 -620	-13%	-$50K	0.04%	223
2016 Q1	$372K	Hold	4,615	–	–	0.05%	214
2015 Q4	$367K	Hold	4,615	–	–	0.05%	225
2015 Q3	$371K	Buy	4,615 +450	+11%	+$36.1K	0.05%	234
2015 Q2	$334K	Buy	4,165 +555	+15%	+$44.6K	0.04%	255
2015 Q1	$291K	Sell	3,610 -400	-10%	-$32.1K	0.04%	285
2014 Q4	$321K	Hold	4,010	–	–	0.04%	247
2014 Q3	$321K	Hold	4,010	–	–	0.05%	275
2014 Q2	$322K	Hold	4,010	–	–	0.04%	283
2014 Q1	$321K	Hold	4,010	–	–	0.04%	281
2013 Q4	$321K	Sell	4,010 -5,450	-58%	-$438K	0.04%	273
2013 Q3	$760K	Buy	9,460 +1,400	+17%	+$112K	0.09%	166
2013 Q2	$645K	Buy	+8,060	New	+$651K	0.08%	178

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $23.6B AUM 20.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trustmark National Bank Trust Department's BSV Position: Q1 2026 in Review

Trustmark National Bank Trust Department increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q1 2026, buying an estimated $20.6K and bringing the position to 2,815 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #261.

Trustmark National Bank Trust Department first reported a position in BSV in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.52M in Q2 2020. 1,337 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Trustmark National Bank Trust Department held 2,815 shares of Vanguard Short-Term Bond ETF worth $221K as of Q1 2026.
Trustmark National Bank Trust Department bought 262 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $20.6K.
Vanguard Short-Term Bond ETF made up 0.01% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #261 holding.
Trustmark National Bank Trust Department first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 34 quarters since.
Trustmark National Bank Trust Department's Vanguard Short-Term Bond ETF position peaked at $3.52M in Q2 2020.
1,337 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.