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Enterprise Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Enterprise Bank & 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
2022
Q2 		– Sell
-31,022
Closed -$2.54M – 90
2022
Q1 		$2.54M Sell
31,022
-17,801
-36% -$1.5M 1% 36
2021
Q4 		$4.28M Sell
48,823
-2,764
-5% -$245K 1.5% 21
2021
Q3 		$4.61M Sell
51,587
-13,237
-20% -$1.2M 1.82% 14
2021
Q2 		$5.83M Sell
64,824
-46,391
-42% -$4.14M 2.3% 9
2021
Q1 		$9.87M Sell
111,215
-43,707
-28% -$3.97M 4.16% 2
2020
Q4 		$14.4M Sell
154,922
-783
-0.5% -$72.9K 6.18% 2
2020
Q3 		$14.6M Buy
155,705
+18,207
+13% +$1.71M 6.85% 2
2020
Q2 		$12.8M Buy
137,498
+2,141
+2% +$196K 6.41% 2
2020
Q1 		$12.1M Sell
135,357
-30,933
-19% -$2.74M 7.14% 2
2019
Q4 		$14.5M Buy
166,290
+4,326
+3% +$379K 6.51% 2
2019
Q3 		$14.3M Buy
161,964
+598
+0.4% +$52.2K 6.93% 2
2019
Q2 		$14M Buy
161,366
+27,374
+20% +$2.31M 7.19% 2
2019
Q1 		$11.2M Buy
+133,992
New +$11M 4.62% 4

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Enterprise Bank & Trust's BIV Position: Q2 2022 in Review

Enterprise Bank & Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 31,022 shares — an estimated $2.54M sold.

Enterprise Bank & Trust first reported a position in BIV in Q1 2019 and held it in 13 quarters. The position peaked at $14.6M in Q3 2020. 674 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Enterprise Bank & Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Enterprise Bank & Trust sold 31,022 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $2.54M.
  • Enterprise Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and held it in 13 quarters.
  • Enterprise Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $14.6M in Q3 2020.
  • 674 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Enterprise Bank & Trust's 13F filing for Q2 2022, filed 6 Jul 2022.