Meitav Investment House’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-2,510	Closed	-$189K	–	350
2023 Q2	$189K	Buy	+2,510	New	+$191K	﹤0.01%	348
2022 Q4	–	Sell	-2,947	Closed	-$216K	–	358
2022 Q3	$216K	Buy	+2,947	New	+$228K	﹤0.01%	344
2022 Q2	–	Sell	-3,651	Closed	-$298K	–	341
2022 Q1	$298K	Sell	3,651 -137	-4%	-$11.6K	﹤0.01%	343
2021 Q4	$331K	Sell	3,788 -1,479	-28%	-$131K	0.01%	335
2021 Q3	$470K	Sell	5,267 -1,020	-16%	-$92.4K	0.01%	318
2021 Q2	$564K	Buy	6,287 +583	+10%	+$52.1K	0.01%	301
2021 Q1	$506	Buy	+5,704	New	+$518K	0.01%	270

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Meitav Investment House's BIV Position: Q3 2023 in Review

Meitav Investment House sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 2,510 shares — an estimated $189K sold.

Meitav Investment House first reported a position in BIV in Q1 2021 and held it in 7 quarters. The position peaked at $564K in Q2 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Meitav Investment House reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 2,510 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $189K.
Meitav Investment House first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and held it in 7 quarters.
Meitav Investment House's Vanguard Intermediate-Term Bond ETF position peaked at $564K in Q2 2021.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.