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Dixon Hubard Feinour & Brown’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Dixon Hubard Feinour & Brown’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
-2,722
Closed -$243K – 298
2021
Q3 		$243K Sell
2,722
-1,371
-33% -$124K 0.05% 163
2021
Q2 		$368K Buy
+4,093
New +$366K 0.08% 138

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dixon Hubard Feinour & Brown's BIV Position: Q4 2021 in Review

Dixon Hubard Feinour & Brown sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 2,722 shares — an estimated $243K sold.

Dixon Hubard Feinour & Brown first reported a position in BIV in Q2 2021 and held it in 2 quarters. The position peaked at $368K in Q2 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Dixon Hubard Feinour & Brown reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 2,722 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $243K.
  • Dixon Hubard Feinour & Brown first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 2 quarters.
  • Dixon Hubard Feinour & Brown's Vanguard Intermediate-Term Bond ETF position peaked at $368K in Q2 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q4 2021, filed 10 Jan 2022.