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Eubel Brady & Suttman Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Eubel Brady & Suttman Asset 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
2021
Q3 		– Sell
-3,507
Closed -$311K – 95
2021
Q2 		$311K Sell
3,507
-3,507
-50% -$313K 0.03% 158
2021
Q1 		$622K Buy
7,014
+3,518
+101% +$319K 0.07% 67
2020
Q4 		$325K Buy
+3,496
New +$326K 0.08% 62

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's BIV Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2021, closing a stake of 3,507 shares — an estimated $311K sold.

Eubel Brady & Suttman Asset Management first reported a position in BIV in Q4 2020 and held it in 3 quarters. The position peaked at $622K in Q1 2021. 640 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 3,507 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $311K.
  • Eubel Brady & Suttman Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 3 quarters.
  • Eubel Brady & Suttman Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $622K in Q1 2021.
  • 640 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.