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

Buckingham Strategic 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
2024
Q2 		$4.57M Sell
60,968
-7,050
-10% -$524K 0.05% 151
2024
Q1 		$5.13M Sell
68,018
-3,523
-5% -$266K 0.05% 145
2023
Q4 		$5.46M Sell
71,541
-23,155
-24% -$1.7M 0.07% 133
2023
Q3 		$6.85M Sell
94,696
-18,538
-16% -$1.37M 0.1% 107
2023
Q2 		$8.52M Buy
113,234
+717
+0.6% +$54.6K 0.12% 97
2023
Q1 		$8.36M Hold
112,517
– – 0.15% 82
2022
Q4 		$8.36M Buy
112,517
+1,385
+1% +$103K 0.15% 82
2022
Q3 		$8.17M Buy
111,132
+1,522
+1% +$118K 0.17% 72
2022
Q2 		$8.51M Sell
109,610
-7,382
-6% -$579K 0.17% 71
2022
Q1 		$9.58M Sell
116,992
-185,423
-61% -$15.7M 0.19% 63
2021
Q4 		$26.5M Sell
302,415
-298,843
-50% -$26.5M 0.51% 29
2021
Q3 		$53.8M Sell
601,258
-83,661
-12% -$7.58M 1.1% 12
2021
Q2 		$61.6M Sell
684,919
-270,445
-28% -$24.2M 1.49% 10
2021
Q1 		$84.8M Buy
955,364
+138,549
+17% +$12.6M 4.18% 3
2020
Q4 		$75.8M Buy
816,815
+306,975
+60% +$28.6M 3.98% 4
2020
Q3 		$47.7M Sell
509,840
-181
-0% -$17K 3.65% 5
2020
Q2 		$47.5M Sell
510,021
-33,102
-6% -$3.03M 4.52% 2
2020
Q1 		$48.5M Buy
543,123
+354,559
+188% +$31.5M 4.68% 2
2019
Q4 		$16.4M Buy
188,564
+126,239
+203% +$11.1M 1.58% 15
2019
Q3 		$5.49M Buy
62,325
+44,866
+257% +$3.92M 0.59% 38
2019
Q2 		$1.51M Buy
17,459
+7,229
+71% +$611K 0.16% 105
2019
Q1 		$859K Sell
10,230
-84
-0.8% -$6.92K 0.11% 152
2018
Q4 		$838K Sell
10,314
-37
-0.4% -$2.96K 0.13% 135
2018
Q3 		$833K Sell
10,351
-1,885
-15% -$152K 0.13% 131
2018
Q2 		$991K Sell
12,236
-500
-4% -$40.4K 0.16% 119
2018
Q1 		$1.04M Buy
12,736
+5,694
+81% +$467K 0.2% 110
2017
Q4 		$590K Sell
7,042
-2,423
-26% -$204K 0.12% 148
2017
Q3 		$801K Buy
9,465
+2,373
+33% +$202K 0.19% 115
2017
Q2 		$599K Buy
7,092
+653
+10% +$55.2K 0.14% 136
2017
Q1 		$538K Sell
6,439
-2
-0% -$167 0.16% 131
2016
Q4 		$535K Sell
6,441
-1,004
-13% -$85.2K 0.17% 114
2016
Q3 		$653K Buy
7,445
+130
+2% +$11.4K 0.22% 97
2016
Q2 		$644K Buy
7,315
+2,969
+68% +$257K 0.22% 95
2016
Q1 		$375K Sell
4,346
-7,327
-63% -$621K 0.12% 124
2015
Q4 		$970K Sell
11,673
-27
-0.2% -$2.27K 0.33% 56
2015
Q3 		$993K Buy
11,700
+3,201
+38% +$269K 0.35% 57
2015
Q2 		$713K Buy
8,499
+4,794
+129% +$408K 0.23% 83
2015
Q1 		$319K Buy
3,705
+252
+7% +$21.6K 0.12% 136
2014
Q4 		$292K Buy
3,453
+412
+14% +$35K 0.11% 135
2014
Q3 		$256K Sell
3,041
-17
-0.6% -$1.44K 0.11% 135
2014
Q2 		$259K Buy
+3,058
New +$257K 0.11% 132

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Buckingham Strategic Wealth's BIV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q2 2024, selling an estimated $524K and leaving 60,968 shares worth $4.57M. The position accounts for 0.05% of the portfolio, ranked #151.

Buckingham Strategic Wealth first reported a position in BIV in Q2 2014 and has held it in 41 quarters since. The position peaked at $84.8M in Q1 2021. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Buckingham Strategic Wealth held 60,968 shares of Vanguard Intermediate-Term Bond ETF worth $4.57M as of Q2 2024.
  • Buckingham Strategic Wealth sold 7,050 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $524K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #151 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and has held it in 41 quarters since.
  • Buckingham Strategic Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $84.8M in Q1 2021.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.