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Birchcreek Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Birchcreek 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
2021
Q4 		– Sell
-2,524
Closed -$226K – 122
2021
Q3 		$226K Sell
2,524
-296
-10% -$26.8K 0.21% 108
2021
Q2 		$254K Sell
2,820
-42
-1% -$3.75K 0.24% 95
2021
Q1 		$254K Buy
2,862
+135
+5% +$12.3K 0.27% 90
2020
Q4 		$253K Buy
+2,727
New +$254K 0.25% 84

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Birchcreek Wealth Management's BIV Position: Q4 2021 in Review

Birchcreek Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 2,524 shares — an estimated $226K sold.

Birchcreek Wealth Management first reported a position in BIV in Q4 2020 and held it in 4 quarters. The position peaked at $254K in Q2 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Birchcreek Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,524 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $226K.
  • Birchcreek Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 4 quarters.
  • Birchcreek Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $254K in Q2 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Birchcreek Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.