Mid Atlantic Financial Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.65M	Buy	18,490 +78	+0.4%	+$7.06K	0.11%	162
2021 Q2	$1.66M	Buy	18,412 +799	+5%	+$71.4K	0.11%	160
2021 Q1	$1.56M	Sell	17,613 -6,779	-28%	-$616K	0.11%	160
2020 Q4	$2.27M	Buy	24,392 +225	+0.9%	+$21K	0.17%	124
2020 Q3	$2.24M	Buy	24,167 +1,765	+8%	+$165K	0.2%	114
2020 Q2	$2.09M	Buy	22,402 +1,504	+7%	+$138K	0.2%	108
2020 Q1	$1.87M	Sell	20,898 -6,541	-24%	-$580K	0.21%	101
2019 Q4	$2.39M	Buy	27,439 +419	+2%	+$36.7K	0.22%	98
2019 Q3	$2.38M	Buy	27,020 +2,278	+9%	+$199K	0.25%	78
2019 Q2	$2.14M	Buy	24,742 +3,399	+16%	+$287K	0.22%	97
2019 Q1	$1.79M	Buy	21,343 +8,931	+72%	+$735K	0.2%	104
2018 Q4	$1.01M	Buy	+12,412	New	+$994K	0.13%	156

Other funds holding BIV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Mid Atlantic Financial Management's BIV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.42% in Q3 2021, buying an estimated $7.06K and bringing the position to 18,490 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #162.

Mid Atlantic Financial Management first reported a position in BIV in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.39M in Q4 2019. 640 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

Mid Atlantic Financial Management held 18,490 shares of Vanguard Intermediate-Term Bond ETF worth $1.65M as of Q3 2021.
Mid Atlantic Financial Management bought 78 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $7.06K.
Vanguard Intermediate-Term Bond ETF made up 0.11% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #162 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.39M in Q4 2019.
640 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.