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

Highland Private 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
Q4 		– Sell
-302,990
Closed -$22.3M – 21
2022
Q3 		$22.3M Sell
302,990
-66,074
-18% -$5.11M 3.59% 8
2022
Q2 		$28.7M Buy
369,064
+7,178
+2% +$563K 4.41% 8
2022
Q1 		$29.6M Buy
361,886
+11,174
+3% +$943K 3.95% 8
2021
Q4 		$30.7M Buy
350,712
+29,641
+9% +$2.63M 3.89% 8
2021
Q3 		$28.7M Buy
321,071
+36,241
+13% +$3.28M 4.06% 8
2021
Q2 		$25.6M Buy
284,830
+19,533
+7% +$1.74M 3.8% 8
2021
Q1 		$23.5M Buy
265,297
+21,820
+9% +$1.98M 3.87% 8
2020
Q4 		$22.6M Buy
243,477
+23,202
+11% +$2.16M 3.91% 8
2020
Q3 		$20.6M Buy
220,275
+41,348
+23% +$3.87M 4.04% 7
2020
Q2 		$16.7M Buy
178,927
+27,761
+18% +$2.54M 3.59% 8
2020
Q1 		$13.5M Buy
151,166
+11,328
+8% +$1M 3.69% 7
2019
Q4 		$12.2M Buy
139,838
+36,310
+35% +$3.18M 2.92% 11
2019
Q3 		$9.11M Buy
103,528
+4,320
+4% +$377K 2.54% 15
2019
Q2 		$8.58M Buy
99,208
+6,245
+7% +$528K 2.45% 14
2019
Q1 		$7.8M Buy
92,963
+3,217
+4% +$265K 2.44% 13
2018
Q4 		$7.29M Buy
89,746
+4,746
+6% +$380K 2.73% 13
2018
Q3 		$6.84M Buy
85,000
+990
+1% +$80K 2.27% 13
2018
Q2 		$6.8M Buy
+84,010
New +$6.79M 2.43% 13
2018
Q1 		– Sell
-56,910
Closed -$4.77M – 105
2017
Q4 		$4.77M Buy
56,910
+16,010
+39% +$1.35M 1.91% 15
2017
Q3 		$3.46M Buy
+40,900
New +$3.47M 1.49% 18

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Highland Private Wealth Management's BIV Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 302,990 shares — an estimated $22.3M sold.

Highland Private Wealth Management first reported a position in BIV in Q3 2017 and held it in 20 quarters. The position peaked at $30.7M in Q4 2021. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 302,990 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $22.3M.
  • Highland Private Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 20 quarters.
  • Highland Private Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $30.7M in Q4 2021.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.