5L
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55I LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

55I LLC’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
2022
Q2 		– Sell
-148,440
Closed -$12.2M – 555
2022
Q1 		$12.2M Buy
148,440
+138,340
+1,370% +$11.7M 0.29% 68
2021
Q4 		$885K Buy
10,100
+2,797
+38% +$248K 0.02% 258
2021
Q3 		$653K Sell
7,303
-70
-0.9% -$6.34K 0.02% 286
2021
Q2 		$663K Buy
7,373
+2,841
+63% +$254K 0.02% 225
2021
Q1 		$402K Buy
4,532
+56
+1% +$5.09K 0.02% 224
2020
Q4 		$416K Sell
4,476
-8,029
-64% -$748K 0.03% 180
2020
Q3 		$1.17M Buy
12,505
+1,046
+9% +$98K 0.11% 117
2020
Q2 		$1.07M Buy
11,459
+1,756
+18% +$161K 0.16% 107
2020
Q1 		$879K Buy
+9,703
New +$861K 0.25% 79

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

55I LLC's BIV Position: Q2 2022 in Review

55I LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 148,440 shares — an estimated $12.2M sold.

55I LLC first reported a position in BIV in Q1 2020 and held it in 9 quarters. The position peaked at $12.2M in Q1 2022. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • 55I LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 148,440 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $12.2M.
  • 55I LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 9 quarters.
  • 55I LLC's Vanguard Intermediate-Term Bond ETF position peaked at $12.2M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.