MCM
BIV icon

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

Mill 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
-3,631
Closed -$270K – 133
2022
Q4 		$270K Hold
3,631
– – 0.03% 108
2022
Q3 		$267K Buy
+3,631
New +$281K 0.03% 105

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

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

Mill Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 3,631 shares — an estimated $270K sold.

Mill Capital Management first reported a position in BIV in Q3 2022 and held it in 2 quarters. The position peaked at $270K in Q4 2022. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

  • Mill Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Mill Capital Management sold 3,631 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $270K.
  • Mill Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and held it in 2 quarters.
  • Mill Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $270K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Mill Capital Management's 13F filing for Q1 2023, filed 1 May 2023.