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

McElhenny Sheffield 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
-49
Closed -$3.64K – 142
2022
Q4 		$3.64K Buy
+49
New +$3.63K ﹤0.01% 437

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Northwestern Mutual Wealth Management
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Goldman Sachs
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Morgan Stanley
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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

McElhenny Sheffield Capital Management's BIV Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 49 shares — an estimated $3.64K sold.

McElhenny Sheffield Capital Management first reported a position in BIV in Q4 2022 and held it in 1 quarter. The position peaked at $3.64K in Q4 2022. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 49 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $3.64K.
  • McElhenny Sheffield Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.64K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.