JIR
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return