Burleson & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Burleson & Co’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	$4.85M	Hold	65,306	–	–	1.21%	22
2022 Q3	$4.8M	Buy	65,306 +725	+1%	+$56.1K	1.03%	25
2022 Q2	$5.01M	Buy	64,581 +6,366	+11%	+$499K	1.09%	26
2022 Q1	$4.77M	Sell	58,215 -13,058	-18%	-$1.1M	0.77%	34
2021 Q4	$6.25M	Buy	71,273 +4,627	+7%	+$411K	0.91%	28
2021 Q3	$5.96M	Buy	66,646 +8,130	+14%	+$736K	0.89%	28
2021 Q2	$5.26M	Buy	58,516 +3,854	+7%	+$344K	0.77%	28
2021 Q1	$4.85M	Buy	54,662 +10,610	+24%	+$964K	0.79%	23
2020 Q4	$4.09M	Buy	44,052 +1,857	+4%	+$173K	0.71%	28
2020 Q3	$3.93M	Buy	+42,195	New	+$3.95M	0.74%	31

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Burleson & Co's BIV Position: Q4 2022 in Review

Burleson & Co held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2022 at 65,306 shares worth $4.85M. The position accounts for 1.21% of the portfolio, ranked #22.

Burleson & Co first reported a position in BIV in Q3 2020 and has held it in 10 quarters since. The position peaked at $6.25M in Q4 2021. 689 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Burleson & Co held 65,306 shares of Vanguard Intermediate-Term Bond ETF worth $4.85M as of Q4 2022.
Burleson & Co left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2022.
Vanguard Intermediate-Term Bond ETF made up 1.21% of Burleson & Co's portfolio in Q4 2022, its #22 holding.
Burleson & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 10 quarters since.
Burleson & Co's Vanguard Intermediate-Term Bond ETF position peaked at $6.25M in Q4 2021.
689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.