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Collective Family Office’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Collective Family Office’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
Q1 		– Sell
-4,200
Closed -$390K – 168
2020
Q4 		$390K Buy
+4,200
New +$391K 0.22% 113

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LPL Financial
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Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Collective Family Office's BIV Position: Q1 2021 in Review

Collective Family Office sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 4,200 shares — an estimated $390K sold.

Collective Family Office first reported a position in BIV in Q4 2020 and held it in 1 quarter. The position peaked at $390K in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Collective Family Office reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Collective Family Office sold 4,200 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $390K.
  • Collective Family Office first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Collective Family Office's Vanguard Intermediate-Term Bond ETF position peaked at $390K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Collective Family Office's 13F filing for Q1 2021, filed 14 Apr 2021.