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

Stralem & 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
2020
Q2 		$87K Hold
932
– – 0.06% 46
2020
Q1 		$83K Buy
+932
New +$82.7K 0.06% 44

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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 $55.2M AUM 10.14% 1-Year Est. Return

Stralem & Co's BIV Position: Q2 2020 in Review

Stralem & Co held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2020 at 932 shares worth $87K. The position accounts for 0.06% of the portfolio, ranked #46.

Stralem & Co first reported a position in BIV in Q1 2020 and has held it in 2 quarters since. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • Stralem & Co held 932 shares of Vanguard Intermediate-Term Bond ETF worth $87K as of Q2 2020.
  • Stralem & Co left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2020.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Stralem & Co's portfolio in Q2 2020, its #46 holding.
  • Stralem & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.