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Institutional & Family Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$674 Sell
9
-18
-67% -$1.34K ﹤0.01% 680
2024
Q1 		$2.04K Hold
27
– – ﹤0.01% 579
2023
Q4 		$2.06K Hold
27
– – ﹤0.01% 558
2023
Q3 		$1.95K Hold
27
– – ﹤0.01% 557
2023
Q2 		$2.03K Hold
27
– – ﹤0.01% 569
2023
Q1 		$2.07K Hold
27
– – ﹤0.01% 563
2022
Q4 		$2.01K Hold
27
– – ﹤0.01% 558
2022
Q3 		$2K Hold
27
– – ﹤0.01% 573
2022
Q2 		$2K Hold
27
– – ﹤0.01% 581
2022
Q1 		$2K Hold
27
– – ﹤0.01% 632
2021
Q4 		$2K Hold
27
– – ﹤0.01% 649
2021
Q3 		$2K Hold
27
– – ﹤0.01% 756
2021
Q2 		$2K Buy
27
+9
+50% +$804 ﹤0.01% 803
2021
Q1 		$2K Sell
18
-1,032
-98% -$93.7K ﹤0.01% 776
2020
Q4 		$97K Buy
1,050
+9
+0.9% +$838 0.02% 250
2020
Q3 		$97K Buy
1,041
+3
+0.3% +$281 0.02% 229
2020
Q2 		$97K Sell
1,038
-447
-30% -$40.9K 0.02% 237
2020
Q1 		$133K Sell
1,485
-924
-38% -$82K 0.03% 179
2019
Q4 		$210K Sell
2,409
-2
-0.1% -$175 0.04% 163
2019
Q3 		$212K Sell
2,411
-40,926
-94% -$3.58M 0.05% 154
2019
Q2 		$3.75M Sell
43,337
-9,982
-19% -$843K 0.81% 36
2019
Q1 		$4.47M Sell
53,319
-1,255
-2% -$103K 0.94% 22
2018
Q4 		$4.44M Sell
54,574
-4,108
-7% -$329K 0.99% 20
2018
Q3 		$4.72M Buy
58,682
+6,784
+13% +$549K 0.93% 23
2018
Q2 		$4.2M Buy
51,898
+10,254
+25% +$828K 0.88% 25
2018
Q1 		$3.4M Buy
+41,644
New +$3.42M 0.72% 50

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Institutional & Family Asset Management's BIV Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 67% in Q2 2024, selling an estimated $1.34K and leaving 9 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Institutional & Family Asset Management first reported a position in BIV in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.72M in Q3 2018. 827 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Institutional & Family Asset Management held 9 shares of Vanguard Intermediate-Term Bond ETF worth $674 as of Q2 2024.
  • Institutional & Family Asset Management sold 18 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $1.34K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #680 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.72M in Q3 2018.
  • 827 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.