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

Grove 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
2023
Q2 		– Sell
-349
Closed -$26.8K – 646
2023
Q1 		$26.8K Buy
+349
New +$26.4K 0.01% 437
2017
Q3 		– Sell
-50
Closed -$4K – 582
2017
Q2 		$4K Hold
50
– – ﹤0.01% 576
2017
Q1 		$4K Hold
50
– – ﹤0.01% 442
2016
Q4 		$4K Hold
50
– – ﹤0.01% 480
2016
Q3 		$4K Hold
50
– – ﹤0.01% 231
2016
Q2 		$4K Hold
50
– – ﹤0.01% 247
2016
Q1 		$4K Sell
50
-200
-80% -$16.9K ﹤0.01% 245
2015
Q4 		$21K Buy
+250
New +$21K 0.02% 235

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grove Bank & Trust's BIV Position: Q2 2023 in Review

Grove Bank & Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 349 shares — an estimated $26.8K sold.

Grove Bank & Trust first reported a position in BIV in Q4 2015 and held it in 8 quarters. The position peaked at $26.8K in Q1 2023. 725 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

  • Grove Bank & Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 349 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $26.8K.
  • Grove Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 8 quarters.
  • Grove Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $26.8K in Q1 2023.
  • 725 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.