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

Enterprise Trust & Investment’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
Q4 		– Sell
-42
Closed -$4K – 184
2020
Q3 		$4K Hold
42
– – ﹤0.01% 185
2020
Q2 		$4K Hold
42
– – ﹤0.01% 179
2020
Q1 		$4K Hold
42
– – ﹤0.01% 176
2019
Q4 		$4K Hold
42
– – ﹤0.01% 178
2019
Q3 		$4K Hold
42
– – ﹤0.01% 188
2019
Q2 		$4K Buy
+42
New +$3.55K ﹤0.01% 173

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Enterprise Trust & Investment's BIV Position: Q4 2020 in Review

Enterprise Trust & Investment sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 42 shares — an estimated $4K sold.

Enterprise Trust & Investment first reported a position in BIV in Q2 2019 and held it in 6 quarters. The position peaked at $4K in Q3 2020. 648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Enterprise Trust & Investment reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Enterprise Trust & Investment sold 42 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $4K.
  • Enterprise Trust & Investment first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 6 quarters.
  • Enterprise Trust & Investment's Vanguard Intermediate-Term Bond ETF position peaked at $4K in Q3 2020.
  • 648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Enterprise Trust & Investment's 13F filing for Q4 2020, filed 14 Jan 2021.