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Lifeworks Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lifeworks Advisors’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
-2,525
Closed -$221K – 128
2021
Q4 		$221K Buy
+2,525
New +$224K 0.18% 105

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Lifeworks Advisors's BIV Position: Q1 2022 in Review

Lifeworks Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 2,525 shares — an estimated $221K sold.

Lifeworks Advisors first reported a position in BIV in Q4 2021 and held it in 1 quarter. The position peaked at $221K in Q4 2021. 714 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Lifeworks Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 2,525 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $221K.
  • Lifeworks Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Lifeworks Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $221K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Lifeworks Advisors's 13F filing for Q1 2022, filed 16 May 2022.