Kovitz Investment Group Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kovitz Investment Group Partners’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 Q1	–	Sell	-8,316	Closed	-$772K	–	425
2021 Q4	$772K	Buy	+8,316	New	+$738K	0.02%	308
2021 Q1	–	Sell	-8,316	Closed	-$772K	–	419
2020 Q4	$772K	Sell	8,316 -6,134	-42%	-$571K	0.02%	303
2020 Q3	$1.35M	Hold	14,450	–	–	0.04%	227
2020 Q2	$1.35M	Buy	+14,450	New	+$1.32M	0.04%	220

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Kovitz Investment Group Partners's BIV Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 8,316 shares — an estimated $772K sold.

Kovitz Investment Group Partners first reported a position in BIV in Q2 2020 and held it in 4 quarters. The position peaked at $1.35M in Q3 2020. 714 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

Kovitz Investment Group Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Kovitz Investment Group Partners sold 8,316 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $772K.
Kovitz Investment Group Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 4 quarters.
Kovitz Investment Group Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.35M in Q3 2020.
714 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.