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New England Investment & Retirement Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-12
Closed -$1K – 80
2020
Q1 		$1K Buy
+12
New +$1.06K ﹤0.01% 198

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

New England Investment & Retirement Group's BIV Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020, closing a stake of 12 shares — an estimated $1K sold.

New England Investment & Retirement Group first reported a position in BIV in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 12 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $1K.
  • New England Investment & Retirement Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Vanguard Intermediate-Term Bond ETF position peaked at $1K in Q1 2020.
  • 528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.