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

Index Fund 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
2024
Q2 		– Sell
-10,297
Closed -$776K – 97
2024
Q1 		$776K Sell
10,297
-4,504
-30% -$339K 0.04% 42
2023
Q4 		$1.13M Buy
14,801
+159
+1% +$11.6K 0.07% 32
2023
Q3 		$1.06M Buy
14,642
+3,321
+29% +$246K 0.07% 32
2023
Q2 		$852K Sell
11,321
-6,129
-35% -$467K 0.06% 37
2023
Q1 		$1.34M Buy
+17,450
New +$1.32M 0.09% 25

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Index Fund Advisors's BIV Position: Q2 2024 in Review

Index Fund Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 10,297 shares — an estimated $776K sold.

Index Fund Advisors first reported a position in BIV in Q1 2023 and held it in 5 quarters. The position peaked at $1.34M in Q1 2023. 827 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Index Fund Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Index Fund Advisors sold 10,297 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $776K.
  • Index Fund Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 5 quarters.
  • Index Fund Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.34M in Q1 2023.
  • 827 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Index Fund Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.