Number of Shares
40,449.00
Current Holdings Value*
$3.10 Mil
% of Portfolio
2.2%
Total Estimate Gain
$45,857.35
% of Total Estimate Gain
1.49%

STERLING INVESTMENT MANAGEMENT, LLC's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, STERLING INVESTMENT MANAGEMENT, LLC held 40,449.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $3.10 Mil. This investment constitutes 2.2% of their stock portfolio, and STERLING INVESTMENT MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2024Q4. And since then STERLING INVESTMENT MANAGEMENT, LLC has made 2 purchases of BIV, at an average price of $75.96, for a total of 40,449.00 shares. Based on historical transaction data and BIV's current price of $77.09, STERLING INVESTMENT MANAGEMENT, LLC's estimated gain on his BIV holdings is $45,857.35, reflecting a 1.49% gain to date.

STERLING INVESTMENT MANAGEMENT, LLC BIV ($77.09) Holding Chart

STERLING INVESTMENT MANAGEMENT, LLC BIV ($77.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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