Mattern Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mattern Capital 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
2023 Q1	–	Sell	-38,413	Closed	-$2.85M	–	122
2022 Q4	$2.85M	Sell	38,413 -4,861	-11%	-$360K	0.53%	82
2022 Q3	$3.18M	Sell	43,274 -1,831	-4%	-$142K	0.66%	79
2022 Q2	$3.5M	Sell	45,105 -3,927	-8%	-$308K	0.69%	79
2022 Q1	$4.02M	Sell	49,032 -2,779	-5%	-$235K	0.72%	79
2021 Q4	$4.54M	Sell	51,811 -6,451	-11%	-$572K	0.79%	78
2021 Q3	$5.21M	Buy	58,262 +334	+0.6%	+$30.2K	1.03%	55
2021 Q2	$5.21M	Buy	57,928 +371	+0.6%	+$33.1K	1.03%	61
2021 Q1	$5.11M	Buy	+57,557	New	+$5.23M	1.1%	51

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mattern Capital Management's BIV Position: Q1 2023 in Review

Mattern Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 38,413 shares — an estimated $2.85M sold.

Mattern Capital Management first reported a position in BIV in Q1 2021 and held it in 8 quarters. The position peaked at $5.21M in Q3 2021. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

Mattern Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Mattern Capital Management sold 38,413 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $2.85M.
Mattern Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and held it in 8 quarters.
Mattern Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $5.21M in Q3 2021.
703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Mattern Capital Management's 13F filing for Q1 2023, filed 12 May 2023.