Mackenzie Financial
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Mackenzie Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mackenzie Financial’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
Q4 		– Sell
-67,836
Closed -$4.99M – 1452
2022
Q3 		$4.99M Buy
67,836
+11,368
+20% +$879K 0.01% 525
2022
Q2 		$4.38M Buy
56,468
+16,400
+41% +$1.29M 0.01% 558
2022
Q1 		$3.28M Sell
40,068
-3,956
-9% -$334K ﹤0.01% 661
2021
Q4 		$3.86M Buy
+44,024
New +$3.91M 0.01% 630

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mackenzie Financial's BIV Position: Q4 2022 in Review

Mackenzie Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 67,836 shares — an estimated $4.99M sold.

Mackenzie Financial first reported a position in BIV in Q4 2021 and held it in 4 quarters. The position peaked at $4.99M in Q3 2022. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Mackenzie Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Mackenzie Financial sold 67,836 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $4.99M.
  • Mackenzie Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 4 quarters.
  • Mackenzie Financial's Vanguard Intermediate-Term Bond ETF position peaked at $4.99M in Q3 2022.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Mackenzie Financial's 13F filing for Q4 2022, filed 14 Feb 2023.