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Mark J. Bradley’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mark J. Bradley’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
2023
Q2 		$538K Sell
7,158
-8,901
-55% -$678K 0.53% 39
2023
Q1 		$1.23M Sell
16,059
-173
-1% -$13.1K 0.89% 39
2022
Q4 		$1.21M Buy
+16,232
New +$1.2M 1.07% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mark J. Bradley's BIV Position: Q2 2023 in Review

Mark J. Bradley reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 55% in Q2 2023, selling an estimated $678K and leaving 7,158 shares worth $538K. The position accounts for 0.53% of the portfolio, ranked #39.

Mark J. Bradley first reported a position in BIV in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2023. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

  • Mark J. Bradley held 7,158 shares of Vanguard Intermediate-Term Bond ETF worth $538K as of Q2 2023.
  • Mark J. Bradley sold 8,901 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $678K.
  • Vanguard Intermediate-Term Bond ETF made up 0.53% of Mark J. Bradley's portfolio in Q2 2023, its #39 holding.
  • Mark J. Bradley first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Mark J. Bradley's Vanguard Intermediate-Term Bond ETF position peaked at $1.23M in Q1 2023.
  • 724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.