Farr Miller & Washington’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Farr Miller & Washington’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 Q3	$318K	Buy	3,555 +222	+7%	+$20.1K	0.02%	153
2021 Q2	$300K	Hold	3,333	–	–	0.02%	153
2021 Q1	$296K	Sell	3,333 -135	-4%	-$12.3K	0.02%	155
2020 Q4	$322K	Sell	3,468 -200	-5%	-$18.6K	0.02%	140
2020 Q3	$343K	Hold	3,668	–	–	0.03%	132
2020 Q2	$342K	Hold	3,668	–	–	0.03%	126
2020 Q1	$328K	Hold	3,668	–	–	0.03%	108
2019 Q4	$320K	Buy	3,668 +619	+20%	+$54.2K	0.02%	121
2019 Q3	$268K	Buy	3,049 +49	+2%	+$4.28K	0.02%	124
2019 Q2	$260K	Hold	3,000	–	–	0.02%	123
2019 Q1	$252K	Hold	3,000	–	–	0.02%	126
2018 Q4	$244K	Hold	3,000	–	–	0.02%	119
2018 Q3	$241K	Hold	3,000	–	–	0.02%	135
2018 Q2	$243K	Hold	3,000	–	–	0.02%	130
2018 Q1	$245K	Hold	3,000	–	–	0.02%	136
2017 Q4	$251K	Hold	3,000	–	–	0.02%	141
2017 Q3	$254K	Hold	3,000	–	–	0.02%	144
2017 Q2	$254K	Hold	3,000	–	–	0.02%	139
2017 Q1	$251K	Hold	3,000	–	–	0.03%	124
2016 Q4	$249K	Hold	3,000	–	–	0.03%	121
2016 Q3	$262K	Hold	3,000	–	–	0.03%	112
2016 Q2	$264K	Hold	3,000	–	–	0.03%	111
2016 Q1	$259K	Hold	3,000	–	–	0.03%	115
2015 Q4	$249K	Hold	3,000	–	–	0.03%	115
2015 Q3	$255K	Hold	3,000	–	–	0.03%	108
2015 Q2	$252K	Hold	3,000	–	–	0.03%	120
2015 Q1	$259K	Hold	3,000	–	–	0.03%	119
2014 Q4	$254K	Hold	3,000	–	–	0.03%	114
2014 Q3	$253K	Hold	3,000	–	–	0.03%	108
2014 Q2	$254K	Hold	3,000	–	–	0.03%	123
2014 Q1	$250K	Hold	3,000	–	–	0.03%	107
2013 Q4	$245K	Hold	3,000	–	–	0.03%	107
2013 Q3	$250K	Hold	3,000	–	–	0.04%	106
2013 Q2	$250K	Buy	+3,000	New	+$261K	0.04%	104

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Farr Miller & Washington's BIV Position: Q3 2021 in Review

Farr Miller & Washington increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.7% in Q3 2021, buying an estimated $20.1K and bringing the position to 3,555 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #153.

Farr Miller & Washington first reported a position in BIV in Q2 2013 and has held it in 34 quarters since. The position peaked at $343K in Q3 2020. 639 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

Farr Miller & Washington held 3,555 shares of Vanguard Intermediate-Term Bond ETF worth $318K as of Q3 2021.
Farr Miller & Washington bought 222 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $20.1K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Farr Miller & Washington's portfolio in Q3 2021, its #153 holding.
Farr Miller & Washington first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 34 quarters since.
Farr Miller & Washington's Vanguard Intermediate-Term Bond ETF position peaked at $343K in Q3 2020.
639 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.