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

Crewe 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
2023
Q1 		– Sell
-200
Closed -$14.9K – 834
2022
Q4 		$14.9K Buy
+200
New +$14.8K ﹤0.01% 471

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Crewe Advisors's BIV Position: Q1 2023 in Review

Crewe Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 200 shares — an estimated $14.9K sold.

Crewe Advisors first reported a position in BIV in Q4 2022 and held it in 1 quarter. The position peaked at $14.9K in Q4 2022. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

  • Crewe Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 200 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $14.9K.
  • Crewe Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Crewe Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $14.9K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.