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Stearns Financial Services Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stearns Financial Services 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
-25
Closed -$2K – 197
2020
Q1 		$2K Buy
+25
New +$2.22K ﹤0.01% 198
2018
Q4 		– Sell
-271
Closed -$22K – 171
2018
Q3 		$22K Buy
+271
New +$21.9K 0.01% 155

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Stearns Financial Services Group's BIV Position: Q2 2020 in Review

Stearns Financial Services Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020, closing a stake of 25 shares — an estimated $2K sold.

Stearns Financial Services Group first reported a position in BIV in Q3 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 527 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • Stearns Financial Services Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 25 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $2K.
  • Stearns Financial Services Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and held it in 2 quarters.
  • Stearns Financial Services Group's Vanguard Intermediate-Term Bond ETF position peaked at $22K in Q3 2018.
  • 527 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.