Bluestem Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bluestem Financial 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
2022 Q2	–	Sell	-2,847	Closed	-$233K	–	28
2022 Q1	$233K	Hold	2,847	–	–	0.15%	27
2021 Q4	$249K	Hold	2,847	–	–	0.15%	23
2021 Q3	$255K	Hold	2,847	–	–	0.17%	24
2021 Q2	$256K	Hold	2,847	–	–	0.17%	25
2021 Q1	$253K	Hold	2,847	–	–	0.18%	25
2020 Q4	$264K	Buy	+2,847	New	+$265K	0.19%	25
2020 Q2	–	Sell	-2,313	Closed	-$207K	–	25
2020 Q1	$207K	Sell	2,313 -2,911	-56%	-$258K	0.22%	19
2019 Q4	$456K	Buy	+5,224	New	+$457K	0.41%	13

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bluestem Financial Advisors's BIV Position: Q2 2022 in Review

Bluestem Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 2,847 shares — an estimated $233K sold.

Bluestem Financial Advisors first reported a position in BIV in Q4 2019 and held it in 8 quarters. The position peaked at $456K in Q4 2019. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Bluestem Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Bluestem Financial Advisors sold 2,847 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $233K.
Bluestem Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 8 quarters.
Bluestem Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $456K in Q4 2019.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Bluestem Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.