Baldrige Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Baldrige Asset 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
2023 Q1	$2.09M	Buy	27,285 +460	+2%	+$34.8K	0.86%	30
2022 Q4	$1.99M	Buy	26,825 +666	+3%	+$49.3K	0.89%	28
2022 Q3	$1.92M	Sell	26,159 -1,276	-5%	-$98.7K	0.91%	29
2022 Q2	$2.13M	Sell	27,435 -1,859	-6%	-$146K	0.98%	26
2022 Q1	$2.4M	Buy	29,294 +82	+0.3%	+$6.92K	0.98%	24
2021 Q4	$2.56M	Sell	29,212 -408	-1%	-$36.2K	1%	26
2021 Q3	$2.65M	Buy	29,620 +699	+2%	+$63.3K	1.1%	25
2021 Q2	$2.6M	Buy	28,921 +388	+1%	+$34.7K	1.13%	23
2021 Q1	$2.53M	Buy	28,533 +1,895	+7%	+$172K	1.38%	20
2020 Q4	$2.47M	Sell	26,638 -4,628	-15%	-$431K	1.47%	20
2020 Q3	$2.92M	Sell	31,266 -1,045	-3%	-$97.9K	1.97%	16
2020 Q2	$3.01M	Sell	32,311 -642	-2%	-$58.8K	2.26%	14
2020 Q1	$2.94M	Sell	32,953 -2,816	-8%	-$250K	2.57%	13
2019 Q4	$3.12M	Sell	35,769 -595	-2%	-$52.1K	2.57%	13
2019 Q3	$3.2M	Buy	36,364 +1,513	+4%	+$132K	2.84%	12
2019 Q2	$3.02M	Sell	34,851 -403	-1%	-$34K	2.78%	11
2019 Q1	$2.96M	Buy	+35,254	New	+$2.9M	2.89%	12

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Baldrige Asset Management's BIV Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q1 2023, buying an estimated $34.8K and bringing the position to 27,285 shares worth $2.09M. The position accounts for 0.86% of the portfolio, ranked #30.

Baldrige Asset Management first reported a position in BIV in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.2M in Q3 2019. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

Baldrige Asset Management held 27,285 shares of Vanguard Intermediate-Term Bond ETF worth $2.09M as of Q1 2023.
Baldrige Asset Management bought 460 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $34.8K.
Vanguard Intermediate-Term Bond ETF made up 0.86% of Baldrige Asset Management's portfolio in Q1 2023, its #30 holding.
Baldrige Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.2M in Q3 2019.
703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.