Frontier Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Frontier Wealth Management’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 Q2	$570K	Sell	7,339 -1,111	-13%	-$87.1K	0.04%	225
2022 Q1	$674K	Sell	8,450 -2,834	-25%	-$239K	0.01%	212
2021 Q4	$989K	Buy	11,284 +1,801	+19%	+$160K	0.07%	194
2021 Q3	$848K	Sell	9,483 -1,255	-12%	-$114K	0.06%	203
2021 Q2	$966K	Buy	10,738 +291	+3%	+$26K	0.07%	187
2021 Q1	$927K	Buy	10,447 +145	+1%	+$13.2K	0.07%	174
2020 Q4	$957K	Buy	10,302 +1,985	+24%	+$185K	0.08%	162
2020 Q3	$777K	Buy	8,317 +820	+11%	+$76.8K	0.07%	174
2020 Q2	$699K	Buy	+7,497	New	+$686K	0.06%	176
2019 Q2	–	Sell	-26,637	Closed	-$2.24M	–	315
2019 Q1	$2.24M	Buy	26,637 +494	+2%	+$40.7K	0.3%	74
2018 Q4	$2.13M	Sell	26,143 -4,934	-16%	-$395K	0.32%	76
2018 Q3	$2.5M	Sell	31,077 -1,260	-4%	-$102K	0.24%	70
2018 Q2	$2.62M	Sell	32,337 -3,905	-11%	-$315K	0.37%	60
2018 Q1	$2.96M	Sell	36,242 -1,138	-3%	-$93.4K	0.41%	56
2017 Q4	$3.13M	Sell	37,380 -2,270	-6%	-$191K	0.5%	47
2017 Q3	$3.36M	Sell	39,650 -1,149	-3%	-$97.6K	0.48%	52
2017 Q2	$3.45M	Sell	40,799 -5,748	-12%	-$486K	0.53%	50
2017 Q1	$3.89M	Sell	46,547 -7,862	-14%	-$655K	0.6%	49
2016 Q4	$4.52M	Sell	54,409 -7,857	-13%	-$667K	0.74%	33
2016 Q3	$5.46M	Sell	62,266 -14,389	-19%	-$1.26M	0.83%	25
2016 Q2	$6.75M	Sell	76,655 -6,314	-8%	-$546K	1.08%	17
2016 Q1	$7.16M	Sell	82,969 -6,697	-7%	-$568K	0.6%	15
2015 Q4	$7.45M	Sell	89,666 -10,648	-11%	-$896K	1.2%	16
2015 Q3	$8.51M	Sell	100,314 -2,002	-2%	-$168K	1.34%	12
2015 Q2	$8.58M	Sell	102,316 -2,200	-2%	-$187K	1.32%	14
2015 Q1	$9.01M	Buy	104,516 +334	+0.3%	+$28.7K	1.45%	11
2014 Q4	$8.82M	Buy	+104,182	New	+$8.86M	1.66%	9

Other funds holding BIV

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Frontier Wealth Management's BIV Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q2 2022, selling an estimated $87.1K and leaving 7,339 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #225.

Frontier Wealth Management first reported a position in BIV in Q4 2014 and has held it in 27 quarters since. The position peaked at $9.01M in Q1 2015. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Frontier Wealth Management held 7,339 shares of Vanguard Intermediate-Term Bond ETF worth $570K as of Q2 2022.
Frontier Wealth Management sold 1,111 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $87.1K.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #225 holding.
Frontier Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 27 quarters since.
Frontier Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $9.01M in Q1 2015.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.