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

Aire Advisors’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
Q1 		– Sell
-2,864
Closed -$251K – 148
2021
Q4 		$251K Buy
+2,864
New +$254K 0.11% 95

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Aire Advisors's BIV Position: Q1 2022 in Review

Aire Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 2,864 shares — an estimated $251K sold.

Aire Advisors first reported a position in BIV in Q4 2021 and held it in 1 quarter. The position peaked at $251K in Q4 2021. 713 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Aire Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aire Advisors sold 2,864 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $251K.
  • Aire Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Aire Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $251K in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Aire Advisors's 13F filing for Q1 2022, filed 6 May 2022.