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Beese Fulmer Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-541
Closed -$50K – 236
2020
Q2 		$50K Buy
+541
New +$49.5K 0.01% 321

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beese Fulmer Investment Management's BIV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 541 shares — an estimated $50K sold.

Beese Fulmer Investment Management first reported a position in BIV in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 541 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $50K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $50K in Q2 2020.
  • 561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.