IAMOG
BIV icon

Investors Asset Management of Georgia’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Investors Asset Management of Georgia’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
-1,435
Closed -$105K – 215
2022
Q3 		$105K Hold
1,435
– – 0.05% 203
2022
Q2 		$111K Buy
+1,435
New +$113K 0.06% 191

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 $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 $187B AUM 21.7% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Investors Asset Management of Georgia's BIV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 1,435 shares — an estimated $105K sold.

Investors Asset Management of Georgia first reported a position in BIV in Q2 2022 and held it in 2 quarters. The position peaked at $111K in Q2 2022. 689 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,435 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $105K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Intermediate-Term Bond ETF position peaked at $111K in Q2 2022.
  • 689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.