Independence Bank of Kentucky’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Independence Bank of Kentucky’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	-20	Closed	-$1.53K	–	516
2023 Q1	$1.53K	Hold	20	–	–	﹤0.01%	414
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	422
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	409
2022 Q2	$2K	Buy	+20	New	+$1.57K	﹤0.01%	401

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independence Bank of Kentucky's BIV Position: Q2 2023 in Review

Independence Bank of Kentucky sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 20 shares — an estimated $1.53K sold.

Independence Bank of Kentucky first reported a position in BIV in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 725 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Independence Bank of Kentucky reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Independence Bank of Kentucky sold 20 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $1.53K.
Independence Bank of Kentucky first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 4 quarters.
Independence Bank of Kentucky's Vanguard Intermediate-Term Bond ETF position peaked at $2K in Q2 2022.
725 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Independence Bank of Kentucky's 13F filing for Q2 2023, filed 7 Jul 2023.