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

Clearshares’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	$3.02M	Hold	33,773	–	–	2.27%	21
2021 Q3	$3.02M	Buy	33,773 +822	+2%	+$74.4K	2.27%	21
2021 Q2	$2.96M	Buy	32,951 +411	+1%	+$36.7K	2.3%	20
2021 Q1	$2.89M	Buy	+32,540	New	+$2.96M	2.34%	22
2020 Q3	$3.04M	Hold	32,540	–	–	2.64%	19
2020 Q2	$3.03M	Hold	32,540	–	–	2.42%	22
2020 Q1	$2.91M	Sell	32,540 -19,676	-38%	-$1.75M	4.1%	14
2019 Q4	$4.55M	Hold	52,216	–	–	4.25%	15
2019 Q3	$4.59M	Sell	52,216 -4,192	-7%	-$366K	4.51%	10
2019 Q2	$4.88M	Buy	56,408 +19,500	+53%	+$1.65M	4.46%	6
2019 Q1	$3.1M	Sell	36,908 -4,197	-10%	-$346K	3%	20
2018 Q4	$2.78M	Hold	41,105	–	–	2.99%	19
2018 Q3	$3.31M	Sell	41,105 -489	-1%	-$39.5K	2.99%	20
2018 Q2	$3.37M	Sell	41,594 -173	-0.4%	-$14K	3.21%	18
2018 Q1	$3.41M	Buy	41,767 +194	+0.5%	+$15.9K	3.07%	20
2017 Q4	$3.47M	Buy	+41,573	New	+$3.5M	3.11%	19

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearshares's BIV Position: Q4 2021 in Review

Clearshares held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2021 at 33,773 shares worth $3.02M. The position accounts for 2.27% of the portfolio, ranked #21.

Clearshares first reported a position in BIV in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.88M in Q2 2019. 722 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Clearshares held 33,773 shares of Vanguard Intermediate-Term Bond ETF worth $3.02M as of Q4 2021.
Clearshares left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2021.
Vanguard Intermediate-Term Bond ETF made up 2.27% of Clearshares's portfolio in Q4 2021, its #21 holding.
Clearshares first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 16 quarters since.
Clearshares's Vanguard Intermediate-Term Bond ETF position peaked at $4.88M in Q2 2019.
722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.