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Boenning & Scattergood’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Boenning & Scattergood’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
Q4 		$1.5M Buy
18,316
+2,730
+18% +$202K 0.24% 108
2022
Q3 		$1.15M Sell
15,586
-961
-6% -$74.3K 0.23% 107
2022
Q2 		$1.28M Sell
16,547
-1,769
-10% -$139K 0.24% 103
2022
Q1 		$1.5M Sell
18,316
-939
-5% -$79.3K 0.24% 108
2021
Q4 		$1.69M Buy
19,255
+187
+1% +$16.6K 0.27% 93
2021
Q3 		$1.71M Sell
19,068
-236
-1% -$21.4K 0.3% 89
2021
Q2 		$1.74M Sell
19,304
-171
-0.9% -$15.3K 0.3% 89
2021
Q1 		$1.73M Sell
19,475
-28
-0.1% -$2.54K 0.33% 83
2020
Q4 		$1.81M Buy
19,503
+264
+1% +$24.6K 0.38% 69
2020
Q3 		$1.8M Buy
19,239
+1,791
+10% +$168K 0.43% 59
2020
Q2 		$1.63M Buy
17,448
+1,121
+7% +$103K 0.43% 56
2020
Q1 		$1.46M Buy
16,327
+2,132
+15% +$189K 0.5% 51
2019
Q4 		$1.24M Buy
14,195
+4,224
+42% +$370K 0.32% 81
2019
Q3 		$877K Buy
9,971
+3,448
+53% +$301K 0.25% 114
2019
Q2 		$564K Buy
6,523
+1
+0% +$84 0.16% 154
2019
Q1 		$547K Sell
6,522
-99
-1% -$8.15K 0.16% 153
2018
Q4 		$538K Buy
6,621
+2
+0% +$160 0.19% 147
2018
Q3 		$533K Buy
6,619
+1
+0% +$81 0.17% 156
2018
Q2 		$536K Buy
+6,618
New +$535K 0.18% 149

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Boenning & Scattergood's BIV Position: Q4 2022 in Review

Boenning & Scattergood increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q4 2022, buying an estimated $202K and bringing the position to 18,316 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #108.

Boenning & Scattergood first reported a position in BIV in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.81M in Q4 2020. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Boenning & Scattergood held 18,316 shares of Vanguard Intermediate-Term Bond ETF worth $1.5M as of Q4 2022.
  • Boenning & Scattergood bought 2,730 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $202K.
  • Vanguard Intermediate-Term Bond ETF made up 0.24% of Boenning & Scattergood's portfolio in Q4 2022, its #108 holding.
  • Boenning & Scattergood first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and has held it in 19 quarters since.
  • Boenning & Scattergood's Vanguard Intermediate-Term Bond ETF position peaked at $1.81M in Q4 2020.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.