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

Bison Wealth’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
2022
Q3 		– Sell
-676
Closed -$52K – 259
2022
Q2 		$52K Hold
676
– – 0.03% 227
2022
Q1 		$55K Sell
676
-31
-4% -$2.62K 0.03% 261
2021
Q4 		$62K Buy
707
+305
+76% +$27.1K 0.04% 238
2021
Q3 		$36K Buy
402
+276
+219% +$25K 0.02% 339
2021
Q2 		$11K Hold
126
– – ﹤0.01% 401
2021
Q1 		$11K Sell
126
-937
-88% -$85.1K ﹤0.01% 409
2020
Q4 		$99K Buy
1,063
+888
+507% +$82.7K 0.05% 262
2020
Q3 		$16K Buy
175
+95
+119% +$8.9K 0.01% 296
2020
Q2 		$7K Sell
80
-2,075
-96% -$190K ﹤0.01% 323
2020
Q1 		$193K Sell
2,155
-250
-10% -$22.2K 0.14% 168
2019
Q4 		$210K Buy
+2,405
New +$211K 0.1% 222
2018
Q4 		– Sell
-4,351
Closed -$350K – 210
2018
Q3 		$350K Sell
4,351
-133
-3% -$10.8K 0.23% 131
2018
Q2 		$363K Hold
4,484
– – 0.27% 110
2018
Q1 		$367K Sell
4,484
-400
-8% -$32.8K 0.28% 109
2017
Q4 		$409K Sell
4,884
-5,844
-54% -$493K 0.3% 92
2017
Q3 		$908K Sell
10,728
-72
-0.7% -$6.11K 0.73% 37
2017
Q2 		$913K Sell
10,800
-202
-2% -$17.1K 0.75% 36
2017
Q1 		$920K Sell
11,002
-5,268
-32% -$439K 0.79% 34
2016
Q4 		$1.35M Sell
16,270
-12,431
-43% -$1.06M 1.15% 21
2016
Q3 		$2.52M Buy
28,701
+283
+1% +$24.8K 2.13% 5
2016
Q2 		$2.49M Buy
28,418
+810
+3% +$70K 1.5% 12
2016
Q1 		$2.38M Buy
27,608
+698
+3% +$59.2K 1.53% 14
2015
Q4 		$2.23M Sell
26,910
-7,656
-22% -$645K 1.27% 20
2015
Q3 		$2.93M Buy
34,566
+13,840
+67% +$1.16M 1.93% 5
2015
Q2 		$1.73M Sell
20,726
-15,035
-42% -$1.28M 1.01% 20
2015
Q1 		$3.08M Buy
+35,761
New +$3.07M 1.87% 4

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bison Wealth's BIV Position: Q3 2022 in Review

Bison Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 676 shares — an estimated $52K sold.

Bison Wealth first reported a position in BIV in Q1 2015 and held it in 26 quarters. The position peaked at $3.08M in Q1 2015. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • Bison Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 676 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $52K.
  • Bison Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 26 quarters.
  • Bison Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $3.08M in Q1 2015.
  • 657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.