DB Wealth Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

DB Wealth Management 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
2022 Q1	–	Sell	-15	Closed	-$1K	–	321
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	343
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	335
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	333
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	353
2020 Q4	$1K	Buy	+15	New	+$1.4K	﹤0.01%	346

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

DB Wealth Management Group's BIV Position: Q1 2022 in Review

DB Wealth Management Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

DB Wealth Management Group first reported a position in BIV in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 714 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

DB Wealth Management Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
DB Wealth Management Group sold 15 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $1K.
DB Wealth Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 5 quarters.
DB Wealth Management Group's Vanguard Intermediate-Term Bond ETF position peaked at $1K in Q4 2021.
714 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on DB Wealth Management Group's 13F filing for Q1 2022, filed 12 May 2022.