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Herold Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Herold Advisors’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 		– Sell
-1,169
Closed -$95.7K – 240
2022
Q1 		$95.7K Buy
+1,169
New +$98.7K 0.03% 274
2021
Q4 		– Sell
-1,169
Closed -$104K – 247
2021
Q3 		$104K Buy
+1,169
New +$106K 0.04% 272

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Herold Advisors's BIV Position: Q2 2022 in Review

Herold Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 1,169 shares — an estimated $95.7K sold.

Herold Advisors first reported a position in BIV in Q3 2021 and held it in 2 quarters. The position peaked at $104K in Q3 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Herold Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,169 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $95.7K.
  • Herold Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $104K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.