CHA
BIV icon

Cooper/Haims Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cooper/Haims 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
-3,862
Closed -$347K – 80
2021
Q3 		$347K Hold
3,862
– – 0.21% 53
2021
Q2 		$347K Buy
3,862
+33
+0.9% +$2.95K 0.23% 52
2021
Q1 		$340K Buy
+3,829
New +$348K 0.24% 51

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cooper/Haims Advisors's BIV Position: Q4 2021 in Review

Cooper/Haims Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 3,862 shares — an estimated $347K sold.

Cooper/Haims Advisors first reported a position in BIV in Q1 2021 and held it in 3 quarters. The position peaked at $347K in Q3 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Cooper/Haims Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 3,862 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $347K.
  • Cooper/Haims Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and held it in 3 quarters.
  • Cooper/Haims Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $347K in Q3 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Cooper/Haims Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.