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AdvicePeriod’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

AdvicePeriod’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 		$16.9M Sell
187,594
-3,501
-2% -$313K 1.1% 21
2021
Q1 		$17M Buy
191,095
+7,659
+4% +$696K 1.2% 20
2020
Q4 		$17M Buy
183,436
+3,328
+2% +$310K 1.31% 20
2020
Q3 		$16.8M Buy
180,108
+16,959
+10% +$1.59M 1.53% 17
2020
Q2 		$15.2M Sell
163,149
-2,827
-2% -$259K 1.66% 18
2020
Q1 		$14.8M Sell
165,976
-5,644
-3% -$501K 1.55% 18
2019
Q4 		$15M Buy
171,620
+2,942
+2% +$258K 1.31% 19
2019
Q3 		$14.8M Buy
168,678
+3,939
+2% +$344K 1.37% 19
2019
Q2 		$14.3M Buy
164,739
+2,963
+2% +$250K 1.33% 19
2019
Q1 		$13.6M Buy
161,776
+71,838
+80% +$5.91M 1.3% 20
2018
Q4 		$7.31M Sell
89,938
-10,136
-10% -$812K 0.83% 25
2018
Q3 		$8.05M Buy
100,074
+5,521
+6% +$446K 0.88% 25
2018
Q2 		$7.66M Buy
94,553
+1,139
+1% +$92K 1.22% 22
2018
Q1 		$7.64M Buy
93,414
+8,100
+9% +$665K 1.32% 21
2017
Q4 		$7.15M Buy
+85,314
New +$7.19M 1.36% 18

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AdvicePeriod's BIV Position: Q2 2021 in Review

AdvicePeriod reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.8% in Q2 2021, selling an estimated $313K and leaving 187,594 shares worth $16.9M. The position accounts for 1.1% of the portfolio, ranked #21.

AdvicePeriod first reported a position in BIV in Q4 2017 and has held it in 15 quarters since. The position peaked at $17M in Q4 2020. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • AdvicePeriod held 187,594 shares of Vanguard Intermediate-Term Bond ETF worth $16.9M as of Q2 2021.
  • AdvicePeriod sold 3,501 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $313K.
  • Vanguard Intermediate-Term Bond ETF made up 1.1% of AdvicePeriod's portfolio in Q2 2021, its #21 holding.
  • AdvicePeriod first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 15 quarters since.
  • AdvicePeriod's Vanguard Intermediate-Term Bond ETF position peaked at $17M in Q4 2020.
  • 638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.