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EWA LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

EWA LLC’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
-5,558
Closed -$422K – 149
2023
Q4 		$422K Buy
5,558
+32
+0.6% +$2.34K 0.21% 44
2023
Q3 		$399K Buy
5,526
+77
+1% +$5.7K 0.26% 41
2023
Q2 		$410K Buy
5,449
+14
+0.3% +$1.07K 0.28% 36
2023
Q1 		$417K Buy
+5,435
New +$412K 0.31% 34

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EWA LLC's BIV Position: Q1 2024 in Review

EWA LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 5,558 shares — an estimated $422K sold.

EWA LLC first reported a position in BIV in Q1 2023 and held it in 4 quarters. The position peaked at $422K in Q4 2023. 820 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • EWA LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • EWA LLC sold 5,558 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $422K.
  • EWA LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 4 quarters.
  • EWA LLC's Vanguard Intermediate-Term Bond ETF position peaked at $422K in Q4 2023.
  • 820 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on EWA LLC's 13F filing for Q1 2024, filed 13 May 2024.