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

Bridgewater 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
Q3 		– Sell
-22,980
Closed -$1.78M – 137
2022
Q2 		$1.78M Sell
22,980
-7,352
-24% -$577K 0.37% 44
2022
Q1 		$2.48M Buy
+30,332
New +$2.56M 0.6% 36

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

Bridgewater Advisors's BIV Position: Q3 2022 in Review

Bridgewater Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 22,980 shares — an estimated $1.78M sold.

Bridgewater Advisors first reported a position in BIV in Q1 2022 and held it in 2 quarters. The position peaked at $2.48M in Q1 2022. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • Bridgewater Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bridgewater Advisors sold 22,980 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $1.78M.
  • Bridgewater Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • Bridgewater Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.48M in Q1 2022.
  • 656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Bridgewater Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.