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

IBEX Wealth 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
2021 Q4	–	Sell	-342	Closed	-$31K	–	213
2021 Q3	$31K	Buy	+342	New	+$31K	0.01%	292
2021 Q2	–	Sell	-29,029	Closed	-$2.58M	–	184
2021 Q1	$2.58M	Buy	29,029 +13,273	+84%	+$1.21M	0.64%	64
2020 Q4	$1.46M	Buy	15,756 +794	+5%	+$73.9K	0.38%	82
2020 Q3	$1.4M	Buy	14,962 +2,368	+19%	+$222K	0.41%	75
2020 Q2	$1.17M	Buy	+12,594	New	+$1.15M	0.38%	79
2017 Q1	–	Sell	-945	Closed	-$79K	–	104
2016 Q4	$79K	Sell	945 -41,743	-98%	-$3.54M	0.04%	157
2016 Q3	$3.82M	Buy	+42,688	New	+$3.75M	2.1%	7

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IBEX Wealth Advisors's BIV Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 342 shares — an estimated $31K sold.

IBEX Wealth Advisors first reported a position in BIV in Q3 2016 and held it in 7 quarters. The position peaked at $3.82M in Q3 2016. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

IBEX Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 342 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $31K.
IBEX Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 7 quarters.
IBEX Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.82M in Q3 2016.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.