HW
BIV icon

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

Hedeker Wealth’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
2020
Q4 		– Sell
-35,593
Closed -$3.33M – 69
2020
Q3 		$3.33M Sell
35,593
-190
-0.5% -$17.8K 1.58% 29
2020
Q2 		$3.33M Buy
35,783
+1,271
+4% +$116K 1.72% 24
2020
Q1 		$3.08M Buy
+34,512
New +$3.06M 1.94% 24

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hedeker Wealth's BIV Position: Q4 2020 in Review

Hedeker Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 35,593 shares — an estimated $3.33M sold.

Hedeker Wealth first reported a position in BIV in Q1 2020 and held it in 3 quarters. The position peaked at $3.33M in Q2 2020. 649 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Hedeker Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Hedeker Wealth sold 35,593 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $3.33M.
  • Hedeker Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 3 quarters.
  • Hedeker Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $3.33M in Q2 2020.
  • 649 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Hedeker Wealth's 13F filing for Q4 2020, filed 19 Jan 2021.