Fairfield, Bush & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fairfield, Bush & Co’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	-200	Closed	-$15.3K	–	150
2023 Q4	$15.3K	Buy	+200	New	+$14.6K	0.01%	270
2023 Q3	–	Sell	-221	Closed	-$16.6K	–	145
2023 Q2	$16.6K	Buy	+221	New	+$16.8K	﹤0.01%	284
2022 Q3	–	Sell	-454	Closed	-$35K	–	148
2022 Q2	$35K	Buy	+454	New	+$35.6K	0.02%	219
2014 Q1	–	Sell	-30,750	Closed	-$2.51M	–	128
2013 Q4	$2.51M	Hold	30,750	–	–	1.12%	33
2013 Q3	$2.57M	Hold	30,750	–	–	0.78%	44
2013 Q2	$2.57M	Buy	+30,750	New	+$2.67M	1.31%	18

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fairfield, Bush & Co's BIV Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 200 shares — an estimated $15.3K sold.

Fairfield, Bush & Co first reported a position in BIV in Q2 2013 and held it in 6 quarters. The position peaked at $2.57M in Q3 2013. 820 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Fairfield, Bush & Co reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Fairfield, Bush & Co sold 200 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $15.3K.
Fairfield, Bush & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 6 quarters.
Fairfield, Bush & Co's Vanguard Intermediate-Term Bond ETF position peaked at $2.57M in Q3 2013.
820 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.