EI
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Ellevest Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-127
Closed -$10K – 1409
2022
Q1 		$10K Hold
127
– – ﹤0.01% 876
2021
Q4 		$11K Hold
127
– – ﹤0.01% 830
2021
Q3 		$11K Sell
127
-33
-21% -$2.99K ﹤0.01% 800
2021
Q2 		$14K Sell
160
-8,626
-98% -$770K ﹤0.01% 701
2021
Q1 		$780K Buy
8,786
+8,536
+3,414% +$775K 0.09% 57
2020
Q4 		$23K Hold
250
– – ﹤0.01% 599
2020
Q3 		$23K Hold
250
– – ﹤0.01% 500
2020
Q2 		$23K Hold
250
– – ﹤0.01% 468
2020
Q1 		$22K Buy
+250
New +$22.2K 0.01% 410

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ellevest Inc's BIV Position: Q2 2022 in Review

Ellevest Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 127 shares — an estimated $10K sold.

Ellevest Inc first reported a position in BIV in Q1 2020 and held it in 9 quarters. The position peaked at $780K in Q1 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Ellevest Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 127 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $10K.
  • Ellevest Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 9 quarters.
  • Ellevest Inc's Vanguard Intermediate-Term Bond ETF position peaked at $780K in Q1 2021.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.