Brand Asset Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brand Asset Management Group’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
2022 Q2	–	Sell	-8,000	Closed	-$655K	–	78
2022 Q1	$655K	Buy	+8,000	New	+$675K	0.29%	45
2021 Q3	–	Sell	-2,457	Closed	-$221K	–	77
2021 Q2	$221K	Buy	2,457 +20	+0.8%	+$1.79K	0.11%	71
2021 Q1	$216K	Sell	2,437 -1,084	-31%	-$98.4K	0.11%	71
2020 Q4	$327K	Buy	+3,521	New	+$328K	0.18%	56
2020 Q3	–	Sell	-538	Closed	-$50K	–	251
2020 Q2	$50K	Buy	+538	New	+$49.2K	0.03%	116

Other funds holding BIV

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Brand Asset Management Group's BIV Position: Q2 2022 in Review

Brand Asset Management Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 8,000 shares — an estimated $655K sold.

Brand Asset Management Group first reported a position in BIV in Q2 2020 and held it in 5 quarters. The position peaked at $655K in Q1 2022. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Brand Asset Management Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Brand Asset Management Group sold 8,000 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $655K.
Brand Asset Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 5 quarters.
Brand Asset Management Group's Vanguard Intermediate-Term Bond ETF position peaked at $655K in Q1 2022.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Brand Asset Management Group's 13F filing for Q2 2022, filed 22 Jul 2022.