Macroview Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Macroview Investment Management’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
2024 Q4	–	Sell	-133	Closed	-$10.4K	–	137
2024 Q3	$10.4K	Hold	133	–	–	0.01%	233
2024 Q2	$9.96K	Hold	133	–	–	0.01%	235
2024 Q1	$10K	Sell	133 -20	-13%	-$1.51K	0.01%	255
2023 Q4	$11.7K	Hold	153	–	–	0.01%	230
2023 Q3	$11.1K	Hold	153	–	–	0.01%	227
2023 Q2	$11.5K	Hold	153	–	–	0.02%	233
2023 Q1	$11.7K	Hold	153	–	–	0.02%	205
2022 Q4	$11.4K	Hold	153	–	–	0.02%	200
2022 Q3	$11K	Hold	153	–	–	0.02%	159
2022 Q2	$12K	Hold	153	–	–	0.02%	198
2022 Q1	$13K	Hold	153	–	–	0.02%	226
2021 Q4	$13K	Hold	153	–	–	0.02%	227
2021 Q3	$14K	Hold	153	–	–	0.02%	140
2021 Q2	$14K	Hold	153	–	–	0.02%	161
2021 Q1	$14K	Buy	+153	New	+$13.9K	0.02%	144
2018 Q1	–	Sell	-521	Closed	-$44K	–	255
2017 Q4	$44K	Hold	521	–	–	0.21%	44
2017 Q3	$44K	Hold	521	–	–	0.22%	41
2017 Q2	$44K	Buy	+521	New	+$44K	0.24%	40

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Macroview Investment Management's BIV Position: Q4 2024 in Review

Macroview Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 133 shares — an estimated $10.4K sold.

Macroview Investment Management first reported a position in BIV in Q2 2017 and held it in 18 quarters. The position peaked at $44K in Q4 2017. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Macroview Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 133 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $10.4K.
Macroview Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and held it in 18 quarters.
Macroview Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $44K in Q4 2017.
933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.