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Shufro Rose & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Shufro Rose & Co’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
Q2 		– Sell
-2,588
Closed -$230K – 303
2021
Q1 		$230K Sell
2,588
-2,500
-49% -$227K 0.02% 248
2020
Q4 		$472K Hold
5,088
– – 0.04% 164
2020
Q3 		$476K Buy
5,088
+2,800
+122% +$262K 0.05% 161
2020
Q2 		$213K Buy
+2,288
New +$209K 0.02% 235

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Shufro Rose & Co's BIV Position: Q2 2021 in Review

Shufro Rose & Co sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 2,588 shares — an estimated $230K sold.

Shufro Rose & Co first reported a position in BIV in Q2 2020 and held it in 4 quarters. The position peaked at $476K in Q3 2020. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Shufro Rose & Co reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Shufro Rose & Co sold 2,588 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $230K.
  • Shufro Rose & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 4 quarters.
  • Shufro Rose & Co's Vanguard Intermediate-Term Bond ETF position peaked at $476K in Q3 2020.
  • 637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Shufro Rose & Co's 13F filing for Q2 2021, filed 28 Jul 2021.