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

Bull Street 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
2021
Q4 		– Sell
-2,470
Closed -$221K – 96
2021
Q3 		$221K Buy
2,470
+45
+2% +$4.08K 0.11% 93
2021
Q2 		$218K Buy
+2,425
New +$217K 0.12% 91

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bull Street Advisors's BIV Position: Q4 2021 in Review

Bull Street Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 2,470 shares — an estimated $221K sold.

Bull Street Advisors first reported a position in BIV in Q2 2021 and held it in 2 quarters. The position peaked at $221K in Q3 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Bull Street Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bull Street Advisors sold 2,470 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $221K.
  • Bull Street Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 2 quarters.
  • Bull Street Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $221K in Q3 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Bull Street Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.