Bartlett & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bartlett & Co’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 Q4	$121K	Buy	1,585 +60	+4%	+$4.39K	﹤0.01%	549
2023 Q3	$110K	Hold	1,525	–	–	﹤0.01%	526
2023 Q2	$115K	Buy	1,525 +1,000	+190%	+$76.2K	﹤0.01%	527
2023 Q1	$40K	Hold	525	–	–	﹤0.01%	598
2022 Q4	$39K	Hold	525	–	–	﹤0.01%	611
2022 Q3	$39K	Hold	525	–	–	﹤0.01%	601
2022 Q2	$41K	Hold	525	–	–	﹤0.01%	600
2022 Q1	$43K	Buy	+525	New	+$44.3K	﹤0.01%	604
2021 Q4	–	Sell	-1,595	Closed	-$143K	–	458
2021 Q3	$143K	Buy	1,595 +6	+0.4%	+$543	﹤0.01%	364
2021 Q2	$143K	Buy	1,589 +64	+4%	+$5.72K	﹤0.01%	359
2021 Q1	$135K	Hold	1,525	–	–	﹤0.01%	368
2020 Q4	$142K	Hold	1,525	–	–	﹤0.01%	361
2020 Q3	$143K	Buy	1,525 +745	+96%	+$69.8K	﹤0.01%	338
2020 Q2	$73K	Sell	780 -200	-20%	-$18.3K	﹤0.01%	430
2020 Q1	$88K	Buy	+980	New	+$86.9K	﹤0.01%	378
2017 Q3	–	Sell	-120	Closed	-$10K	–	678
2017 Q2	$10K	Hold	120	–	–	﹤0.01%	584
2017 Q1	$10K	Hold	120	–	–	﹤0.01%	595
2016 Q4	$10K	Hold	120	–	–	﹤0.01%	595
2016 Q3	$11K	Hold	120	–	–	﹤0.01%	592
2016 Q2	$11K	Hold	120	–	–	﹤0.01%	601
2016 Q1	$10K	Hold	120	–	–	﹤0.01%	597
2015 Q4	$10K	Hold	120	–	–	﹤0.01%	610
2015 Q3	$10K	Hold	120	–	–	﹤0.01%	606
2015 Q2	$10K	Hold	120	–	–	﹤0.01%	617
2015 Q1	$10K	Buy	+120	New	+$10.3K	﹤0.01%	614
2014 Q2	–	Sell	-200	Closed	-$17K	–	722
2014 Q1	$17K	Hold	200	–	–	﹤0.01%	555
2013 Q4	$16K	Hold	200	–	–	﹤0.01%	539
2013 Q3	$17K	Hold	200	–	–	﹤0.01%	534
2013 Q2	$17K	Buy	+200	New	+$17.4K	﹤0.01%	540

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

UCFA

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

Bartlett & Co's BIV Position: Q4 2023 in Review

Bartlett & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.9% in Q4 2023, buying an estimated $4.39K and bringing the position to 1,585 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Bartlett & Co first reported a position in BIV in Q2 2013 and has held it in 29 quarters since. The position peaked at $143K in Q3 2021. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Bartlett & Co held 1,585 shares of Vanguard Intermediate-Term Bond ETF worth $121K as of Q4 2023.
Bartlett & Co bought 60 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $4.39K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #549 holding.
Bartlett & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 29 quarters since.
Bartlett & Co's Vanguard Intermediate-Term Bond ETF position peaked at $143K in Q3 2021.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.