First Manhattan’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First Manhattan’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 Q2	–	Sell	-525	Closed	-$39.6K	–	741
2024 Q1	$39.6K	Hold	525	–	–	﹤0.01%	934
2023 Q4	$40.1K	Hold	525	–	–	﹤0.01%	912
2023 Q3	$38K	Hold	525	–	–	﹤0.01%	926
2023 Q2	$39.5K	Hold	525	–	–	﹤0.01%	930
2023 Q1	$40.3K	Hold	525	–	–	﹤0.01%	956
2022 Q4	$39K	Hold	525	–	–	﹤0.01%	984
2022 Q3	$38K	Hold	525	–	–	﹤0.01%	972
2022 Q2	$40K	Sell	525 -412	-44%	-$32.3K	﹤0.01%	1002
2022 Q1	$76K	Buy	937 +412	+78%	+$34.8K	﹤0.01%	929
2021 Q4	$46K	Hold	525	–	–	﹤0.01%	1005
2021 Q3	$46K	Hold	525	–	–	﹤0.01%	1009
2021 Q2	$47K	Hold	525	–	–	﹤0.01%	996
2021 Q1	$46K	Hold	525	–	–	﹤0.01%	973
2020 Q4	$48K	Hold	525	–	–	﹤0.01%	909
2020 Q3	$49K	Hold	525	–	–	﹤0.01%	884
2020 Q2	$48K	Hold	525	–	–	﹤0.01%	881
2020 Q1	$46K	Hold	525	–	–	﹤0.01%	861
2019 Q4	$45K	Hold	525	–	–	﹤0.01%	929
2019 Q3	$46K	Hold	525	–	–	﹤0.01%	925
2019 Q2	$45K	Hold	525	–	–	﹤0.01%	952
2019 Q1	$44K	Hold	525	–	–	﹤0.01%	975
2018 Q4	$42K	Buy	+525	New	+$42K	﹤0.01%	956

Other funds holding BIV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

First Manhattan's BIV Position: Q2 2024 in Review

First Manhattan sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 525 shares — an estimated $39.6K sold.

First Manhattan first reported a position in BIV in Q4 2018 and held it in 22 quarters. The position peaked at $76K in Q1 2022. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

First Manhattan reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 525 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $39.6K.
First Manhattan first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 22 quarters.
First Manhattan's Vanguard Intermediate-Term Bond ETF position peaked at $76K in Q1 2022.
826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.