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Hapanowicz & Associates Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hapanowicz & Associates Financial Services’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
-150,624
Closed -$11.7M – 28
2022
Q2 		$11.7M Sell
150,624
-10,188
-6% -$799K 9.13% 5
2022
Q1 		$13.2M Buy
160,812
+8,574
+6% +$724K 6.03% 6
2021
Q4 		$13.3M Sell
152,238
-12,603
-8% -$1.12M 5.92% 6
2021
Q3 		$14.7M Buy
164,841
+4,485
+3% +$406K 6.35% 7
2021
Q2 		$14.4M Buy
160,356
+9,940
+7% +$888K 6.36% 7
2021
Q1 		$13.3M Buy
150,416
+22,422
+18% +$2.04M 6.34% 7
2020
Q4 		$11.9M Buy
+127,994
New +$11.9M 6.16% 7
2019
Q3 		– Sell
-220,848
Closed -$19.1M – 17
2019
Q2 		$19.1M Buy
220,848
+2,536
+1% +$214K 12.6% 4
2019
Q1 		$18.3M Buy
218,312
+11,999
+6% +$988K 12.28% 4
2018
Q4 		$16.8M Sell
206,313
-13,143
-6% -$1.05M 12.5% 4
2018
Q3 		$17.6M Buy
219,456
+15,446
+8% +$1.25M 11.83% 4
2018
Q2 		$16.5M Buy
204,010
+1,974
+1% +$159K 11.51% 4
2018
Q1 		$16.5M Buy
202,036
+18,680
+10% +$1.53M 12.09% 4
2017
Q4 		$15.3M Buy
183,356
+5,505
+3% +$464K 11.2% 5
2017
Q3 		$15M Buy
177,851
+9,909
+6% +$841K 11.5% 4
2017
Q2 		$14.1M Buy
167,942
+4,239
+3% +$358K 11.84% 4
2017
Q1 		$13.7M Buy
163,703
+30,013
+22% +$2.5M 12.18% 4
2016
Q4 		$11.2M Buy
+133,690
New +$11.4M 10.4% 4

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Hapanowicz & Associates Financial Services's BIV Position: Q3 2022 in Review

Hapanowicz & Associates Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 150,624 shares — an estimated $11.7M sold.

Hapanowicz & Associates Financial Services first reported a position in BIV in Q4 2016 and held it in 18 quarters. The position peaked at $19.1M in Q2 2019. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • Hapanowicz & Associates Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 150,624 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $11.7M.
  • Hapanowicz & Associates Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 18 quarters.
  • Hapanowicz & Associates Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $19.1M in Q2 2019.
  • 657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q3 2022, filed 21 Oct 2022.