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Community Bank of Raymore’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Community Bank of Raymore’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
2024
Q2 		– Sell
-6,581
Closed -$496K – 77
2024
Q1 		$496K Buy
6,581
+2
+0% +$151 0.23% 60
2023
Q4 		$503K Sell
6,579
-469
-7% -$34.4K 0.22% 63
2023
Q3 		$510K Sell
7,048
-2
-0% -$148 0.24% 58
2023
Q2 		$530K Hold
7,050
– – 0.23% 58
2023
Q1 		$541K Hold
7,050
– – 0.21% 57
2022
Q4 		$524K Sell
7,050
-225
-3% -$16.7K 0.19% 53
2022
Q3 		$535K Hold
7,275
– – 0.18% 40
2022
Q2 		$565K Sell
7,275
-125
-2% -$9.8K 0.17% 38
2022
Q1 		$606K Buy
+7,400
New +$625K 0.17% 38
2021
Q4 		– Sell
-7,431
Closed -$664K – 67
2021
Q3 		$664K Buy
7,431
+204
+3% +$18.5K 0.2% 36
2021
Q2 		$649K Buy
7,227
+865
+14% +$77.3K 0.21% 35
2021
Q1 		$564K Hold
6,362
– – 0.19% 38
2020
Q4 		$591K Buy
6,362
+1,172
+23% +$109K 0.22% 36
2020
Q3 		$485K Buy
5,190
+150
+3% +$14K 0.22% 36
2020
Q2 		$470K Hold
5,040
– – 0.22% 36
2020
Q1 		$450K Hold
5,040
– – 0.24% 35
2019
Q4 		$440K Hold
5,040
– – 0.15% 40
2019
Q3 		$443K Hold
5,040
– – 0.16% 38
2019
Q2 		$436K Hold
5,040
– – 0.14% 41
2019
Q1 		$423K Hold
5,040
– – 0.13% 39
2018
Q4 		$409K Buy
5,040
+380
+8% +$30.4K 0.15% 36
2018
Q3 		$375K Buy
+4,660
New +$377K 0.12% 39

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Community Bank of Raymore's BIV Position: Q2 2024 in Review

Community Bank of Raymore sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 6,581 shares — an estimated $496K sold.

Community Bank of Raymore first reported a position in BIV in Q3 2018 and held it in 22 quarters. The position peaked at $664K in Q3 2021. 827 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Community Bank of Raymore reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Community Bank of Raymore sold 6,581 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $496K.
  • Community Bank of Raymore first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and held it in 22 quarters.
  • Community Bank of Raymore's Vanguard Intermediate-Term Bond ETF position peaked at $664K in Q3 2021.
  • 827 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Community Bank of Raymore's 13F filing for Q2 2024, filed 16 Jul 2024.