BPB
BIV icon

Badgley, Phelps & Bell’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Badgley, Phelps & Bell’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 		– Sell
-5,471
Closed -$485K – 224
2021
Q1 		$485K Sell
5,471
-9,586
-64% -$871K 0.02% 158
2020
Q4 		$1.4M Buy
+15,057
New +$1.4M 0.06% 118

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
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

Badgley, Phelps & Bell's BIV Position: Q2 2021 in Review

Badgley, Phelps & Bell sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 5,471 shares — an estimated $485K sold.

Badgley, Phelps & Bell first reported a position in BIV in Q4 2020 and held it in 2 quarters. The position peaked at $1.4M in Q4 2020. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Badgley, Phelps & Bell reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 5,471 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $485K.
  • Badgley, Phelps & Bell first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 2 quarters.
  • Badgley, Phelps & Bell's Vanguard Intermediate-Term Bond ETF position peaked at $1.4M in Q4 2020.
  • 637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.