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Lee Financial Group Hawaii’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lee Financial Group Hawaii’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
Q2 		– Sell
-12,598
Closed -$1.03M – 37
2022
Q1 		$1.03M Sell
12,598
-90
-0.7% -$7.6K 0.7% 16
2021
Q4 		$1.11M Sell
12,688
-1,420
-10% -$126K 0.81% 14
2021
Q3 		$1.26M Buy
14,108
+863
+7% +$78.1K 0.93% 13
2021
Q2 		$1.19M Sell
13,245
-153,986
-92% -$13.8M 0.86% 13
2021
Q1 		$14.8M Buy
167,231
+144,203
+626% +$13.1M 12.17% 2
2020
Q4 		$2.14M Sell
23,028
-22,831
-50% -$2.13M 1.8% 18
2020
Q3 		$4.29M Buy
45,859
+6,040
+15% +$566K 3.56% 10
2020
Q2 		$3.71M Buy
39,819
+288
+0.7% +$26.4K 3.19% 12
2020
Q1 		$3.53M Sell
39,531
-1,275
-3% -$113K 4.05% 10
2019
Q4 		$3.56M Buy
40,806
+1,376
+3% +$120K 2.81% 14
2019
Q3 		$3.47M Buy
39,430
+1,753
+5% +$153K 3.09% 12
2019
Q2 		$3.26M Buy
37,677
+34,482
+1,079% +$2.91M 2.78% 17
2019
Q1 		$268K Buy
3,195
+643
+25% +$52.9K 0.25% 30
2018
Q4 		$207K Buy
+2,552
New +$204K 0.22% 28
2018
Q1 		– Sell
-43,829
Closed -$3.67M – 31
2017
Q4 		$3.67M Buy
+43,829
New +$3.69M 3.41% 6

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Lee Financial Group Hawaii's BIV Position: Q2 2022 in Review

Lee Financial Group Hawaii sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 12,598 shares — an estimated $1.03M sold.

Lee Financial Group Hawaii first reported a position in BIV in Q4 2017 and held it in 15 quarters. The position peaked at $14.8M in Q1 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Lee Financial Group Hawaii reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 12,598 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $1.03M.
  • Lee Financial Group Hawaii first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 15 quarters.
  • Lee Financial Group Hawaii's Vanguard Intermediate-Term Bond ETF position peaked at $14.8M in Q1 2021.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2022, filed 8 Aug 2022.