EA
BIV icon

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

Elm 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
2021
Q4 		– Sell
-3,074
Closed -$275K – 91
2021
Q3 		$275K Buy
+3,074
New +$278K 0.16% 73
2018
Q1 		– Sell
-3,435
Closed -$288K – 83
2017
Q4 		$288K Buy
+3,435
New +$289K 0.21% 66

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

Elm Advisors's BIV Position: Q4 2021 in Review

Elm Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 3,074 shares — an estimated $275K sold.

Elm Advisors first reported a position in BIV in Q4 2017 and held it in 2 quarters. The position peaked at $288K in Q4 2017. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Elm Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Elm Advisors sold 3,074 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $275K.
  • Elm Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 2 quarters.
  • Elm Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $288K in Q4 2017.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Elm Advisors's 13F filing for Q4 2021, filed 11 Jan 2022.