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

Cutler Group’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
2024
Q1 		– Sell
-100
Closed -$7K – 2338
2023
Q4 		$7K Hold
100
– – ﹤0.01% 2551
2023
Q3 		$7K Buy
+100
New +$7.4K ﹤0.01% 2655
2016
Q3 		– Sell
-288
Closed -$25K – 6655
2016
Q2 		$25K Sell
288
-789
-73% -$68.2K ﹤0.01% 3103
2016
Q1 		$92K Buy
+1,077
New +$91.3K 0.01% 1693

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Cutler Group's BIV Position: Q1 2024 in Review

Cutler Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 100 shares — an estimated $7K sold.

Cutler Group first reported a position in BIV in Q1 2016 and held it in 4 quarters. The position peaked at $92K in Q1 2016. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • Cutler Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 100 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $7K.
  • Cutler Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 4 quarters.
  • Cutler Group's Vanguard Intermediate-Term Bond ETF position peaked at $92K in Q1 2016.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.