BRWM
BIV icon

B. Riley Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

B. Riley Wealth Management’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 		$675 Buy
8,688
+5,169
+147% +$405K ﹤0.01% 358
2022
Q1 		$288K Sell
3,519
-559
-14% -$47.2K 0.02% 462
2021
Q4 		$357K Buy
4,078
+39
+1% +$3.46K 0.02% 423
2021
Q3 		$361K Buy
+4,039
New +$366K 0.03% 410
2020
Q3 		– Sell
-6,431
Closed -$587K – 422
2020
Q2 		$587K Sell
6,431
-6,393
-50% -$585K 0.06% 210
2020
Q1 		$1.15M Buy
12,824
+7,920
+162% +$703K 0.12% 161
2019
Q4 		$428K Sell
4,904
-419
-8% -$36.7K 0.06% 231
2019
Q3 		$468K Sell
5,323
-1,116
-17% -$97.5K 0.08% 209
2019
Q2 		$557 Sell
6,439
-616
-9% -$52K 0.09% 195
2019
Q1 		$592K Sell
7,055
-117,234
-94% -$9.65M 0.1% 190
2018
Q4 		$10.1M Buy
124,289
+7,088
+6% +$568K 2.12% 5
2018
Q3 		$9.43M Buy
+117,201
New +$9.48M 2.32% 7
2016
Q1 		$469K Sell
5,448
-246
-4% -$20.8K 0.7% 46
2015
Q4 		$472K Buy
5,694
+2,915
+105% +$245K 0.6% 50
2015
Q3 		$235K Sell
2,779
-125
-4% -$10.5K 0.33% 119
2015
Q2 		$243K Buy
2,904
+929
+47% +$79K 0.19% 147
2015
Q1 		$170K Buy
1,975
+1,508
+323% +$129K 0.13% 218
2014
Q4 		$39K Buy
467
+84
+22% +$7.14K 0.03% 434
2014
Q3 		$32K Hold
383
– – 0.02% 505
2014
Q2 		$32K Buy
383
+208
+119% +$17.5K 0.02% 550
2014
Q1 		$15K Buy
+175
New +$14.6K 0.01% 679

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

B. Riley Wealth Management's BIV Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 147% in Q2 2022, buying an estimated $405K and bringing the position to 8,688 shares worth $675. The position accounts for ﹤0.01% of the portfolio, ranked #358.

B. Riley Wealth Management first reported a position in BIV in Q1 2014 and has held it in 21 quarters since. The position peaked at $10.1M in Q4 2018. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • B. Riley Wealth Management held 8,688 shares of Vanguard Intermediate-Term Bond ETF worth $675 as of Q2 2022.
  • B. Riley Wealth Management bought 5,169 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $405K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #358 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $10.1M in Q4 2018.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.