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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
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return