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

BDO Wealth 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
2023
Q2 		$321K Sell
4,272
-1,500
-26% -$114K 0.04% 212
2023
Q1 		$443K Sell
5,772
-1,375
-19% -$104K 0.05% 176
2022
Q4 		$531K Sell
7,147
-8,525
-54% -$632K 0.07% 170
2022
Q3 		$1.15M Sell
15,672
-2,950
-16% -$228K 0.15% 118
2022
Q2 		$1.45M Sell
18,622
-6,931
-27% -$543K 0.18% 106
2022
Q1 		$2.09M Sell
25,553
-1,857
-7% -$157K 0.22% 85
2021
Q4 		$2.4M Sell
27,410
-2,100
-7% -$186K 0.25% 75
2021
Q3 		$2.64M Sell
29,510
-272
-0.9% -$24.6K 0.29% 64
2021
Q2 		$2.68M Sell
29,782
-14
-0% -$1.25K 0.3% 61
2021
Q1 		$2.64M Sell
29,796
-8
-0% -$727 0.31% 58
2020
Q4 		$2.77M Sell
29,804
-150
-0.5% -$14K 0.39% 45
2020
Q3 		$2.8M Buy
29,954
+277
+0.9% +$25.9K 0.46% 38
2020
Q2 		$2.77M Sell
29,677
-1,296
-4% -$119K 0.49% 38
2020
Q1 		$2.77M Sell
30,973
-1,595
-5% -$142K 0.56% 34
2019
Q4 		$2.84M Sell
32,568
-1,921
-6% -$168K 0.73% 29
2019
Q3 		$3.04M Sell
34,489
-237
-0.7% -$20.7K 0.78% 27
2019
Q2 		$3M Sell
34,726
-4,776
-12% -$403K 0.82% 27
2019
Q1 		$3.31M Sell
39,502
-9,577
-20% -$788K 0.96% 25
2018
Q4 		$3.99M Buy
49,079
+48,779
+16,260% +$3.91M 1.37% 17
2018
Q3 		$24K Sell
300
-300
-50% -$24.3K 0.01% 361
2018
Q2 		$49K Hold
600
– – 0.02% 302
2018
Q1 		$49K Buy
+600
New +$49.2K 0.02% 255

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

BDO Wealth Advisors's BIV Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q2 2023, selling an estimated $114K and leaving 4,272 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #212.

BDO Wealth Advisors first reported a position in BIV in Q1 2018 and has held it in 22 quarters since. The position peaked at $3.99M in Q4 2018. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

  • BDO Wealth Advisors held 4,272 shares of Vanguard Intermediate-Term Bond ETF worth $321K as of Q2 2023.
  • BDO Wealth Advisors sold 1,500 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $114K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #212 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 22 quarters since.
  • BDO Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.99M in Q4 2018.
  • 724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.