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Hoese & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hoese & Co’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
-226
Closed -$17K – 179
2022
Q3 		$17K Hold
226
– – 0.02% 109
2022
Q2 		$18K Hold
226
– – 0.02% 110
2022
Q1 		$19K Hold
226
– – 0.02% 117
2021
Q4 		$20K Hold
226
– – 0.02% 119
2021
Q3 		$20K Hold
226
– – 0.02% 120
2021
Q2 		$20K Buy
+226
New +$20.2K 0.02% 125

Other funds holding BIV

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Hoese & Co's BIV Position: Q4 2022 in Review

Hoese & Co sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 226 shares — an estimated $17K sold.

Hoese & Co first reported a position in BIV in Q2 2021 and held it in 6 quarters. The position peaked at $20K in Q4 2021. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Hoese & Co reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Hoese & Co sold 226 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $17K.
  • Hoese & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 6 quarters.
  • Hoese & Co's Vanguard Intermediate-Term Bond ETF position peaked at $20K in Q4 2021.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Hoese & Co's 13F filing for Q4 2022, filed 10 Jan 2023.