James Investment Research’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

James Investment Research’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	-296	Closed	-$26K	–	502
2021 Q3	$26K	Buy	+296	New	+$26.8K	﹤0.01%	415
2016 Q1	–	Sell	-100	Closed	-$8K	–	458
2015 Q4	$8K	Hold	100	–	–	﹤0.01%	462
2015 Q3	$8K	Sell	100 -250	-71%	-$21K	﹤0.01%	461
2015 Q2	$29K	Buy	+350	New	+$29.8K	﹤0.01%	397
2015 Q1	–	Hold	0	–	–	–	409
2014 Q4	–	Hold	0	–	–	–	412
2014 Q3	–	Hold	0	–	–	–	416
2014 Q2	–	Hold	0	–	–	–	407
2014 Q1	–	Hold	0	–	–	–	416
2013 Q4	–	Hold	0	–	–	–	408

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

James Investment Research's BIV Position: Q4 2021 in Review

James Investment Research sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 296 shares — an estimated $26K sold.

James Investment Research first reported a position in BIV in Q2 2015 and held it in 4 quarters. The position peaked at $29K in Q2 2015. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

James Investment Research reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
James Investment Research sold 296 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $26K.
James Investment Research first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and held it in 4 quarters.
James Investment Research's Vanguard Intermediate-Term Bond ETF position peaked at $29K in Q2 2015.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on James Investment Research's 13F filing for Q4 2021, filed 28 Jan 2022.