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Valley Brook Capital Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valley Brook Capital 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
2021
Q2 		– Sell
-1,775
Closed -$157K – 144
2021
Q1 		$157K Sell
1,775
-100
-5% -$9.08K 0.14% 123
2020
Q4 		$174K Buy
+1,875
New +$175K 0.17% 112

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

Valley Brook Capital Group's BIV Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 1,775 shares — an estimated $157K sold.

Valley Brook Capital Group first reported a position in BIV in Q4 2020 and held it in 2 quarters. The position peaked at $174K in Q4 2020. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 1,775 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $157K.
  • Valley Brook Capital Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Vanguard Intermediate-Term Bond ETF position peaked at $174K in Q4 2020.
  • 637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.