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

Brickley 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
2022
Q1 		– Sell
-80,092
Closed -$7.02M – 47
2021
Q4 		$7.02M Buy
80,092
+8,818
+12% +$782K 1.5% 15
2021
Q3 		$6.38M Buy
71,274
+1,578
+2% +$143K 1.6% 15
2021
Q2 		$6.27M Buy
69,696
+3,753
+6% +$335K 1.58% 15
2021
Q1 		$5.85M Buy
65,943
+1,476
+2% +$134K 1.57% 15
2020
Q4 		$5.99M Buy
64,467
+5,983
+10% +$557K 1.65% 15
2020
Q3 		$5.45M Buy
58,484
+3,854
+7% +$361K 1.52% 13
2020
Q2 		$5.09M Sell
54,630
-1,091
-2% -$99.9K 1.71% 15
2020
Q1 		$4.98M Buy
55,721
+4,134
+8% +$367K 2.07% 15
2019
Q4 		$4.5M Buy
51,587
+1,266
+3% +$111K 1.64% 15
2019
Q3 		$4.43M Buy
50,321
+1,014
+2% +$88.6K 1.81% 14
2019
Q2 		$4.26M Buy
49,307
+7,450
+18% +$629K 1.78% 14
2019
Q1 		$3.51M Buy
41,857
+1,606
+4% +$132K 1.55% 14
2018
Q4 		$3.27M Buy
40,251
+12,472
+45% +$999K 1.6% 14
2018
Q3 		$2.24M Buy
27,779
+5,079
+22% +$411K 1.05% 15
2018
Q2 		$1.84M Buy
22,700
+6,908
+44% +$558K 0.85% 17
2018
Q1 		$1.29M Buy
15,792
+12,093
+327% +$992K 0.65% 17
2017
Q4 		$310K Buy
+3,699
New +$312K 0.16% 20

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Brickley Wealth Management's BIV Position: Q1 2022 in Review

Brickley Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 80,092 shares — an estimated $7.02M sold.

Brickley Wealth Management first reported a position in BIV in Q4 2017 and held it in 17 quarters. The position peaked at $7.02M in Q4 2021. 713 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Brickley Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Brickley Wealth Management sold 80,092 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $7.02M.
  • Brickley Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 17 quarters.
  • Brickley Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $7.02M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Brickley Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.