First Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First Bank & Trust’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
2022 Q3	–	Sell	-240	Closed	-$19K	–	197
2022 Q2	$19K	Hold	240	–	–	0.01%	314
2022 Q1	$20K	Hold	240	–	–	0.01%	317
2021 Q4	$21K	Hold	240	–	–	0.01%	316
2021 Q3	$21K	Hold	240	–	–	0.01%	313
2021 Q2	$22K	Hold	240	–	–	0.01%	305
2021 Q1	$21K	Hold	240	–	–	0.01%	309
2020 Q4	$22K	Hold	240	–	–	0.01%	289
2020 Q3	$22K	Hold	240	–	–	0.01%	276
2020 Q2	$22K	Hold	240	–	–	0.02%	268
2020 Q1	$21K	Hold	240	–	–	0.02%	281
2019 Q4	$21K	Hold	240	–	–	0.02%	296
2019 Q3	$21K	Hold	240	–	–	0.02%	259
2019 Q2	$21K	Buy	+240	New	+$20.3K	0.02%	248

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Bank & Trust's BIV Position: Q3 2022 in Review

First Bank & Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 240 shares — an estimated $19K sold.

First Bank & Trust first reported a position in BIV in Q2 2019 and held it in 13 quarters. The position peaked at $22K in Q2 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

First Bank & Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
First Bank & Trust sold 240 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $19K.
First Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 13 quarters.
First Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $22K in Q2 2021.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.