MRWM
BIV icon

ML&R Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

ML&R Wealth 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
2024
Q1 		– Sell
-7,043
Closed -$538K – 72
2023
Q4 		$538K Buy
+7,043
New +$516K 0.12% 41
2022
Q1 		– Sell
-2,285
Closed -$200K – 54
2021
Q4 		$200K Buy
+2,285
New +$203K 0.07% 49

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

ML&R Wealth Management's BIV Position: Q1 2024 in Review

ML&R Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 7,043 shares — an estimated $538K sold.

ML&R Wealth Management first reported a position in BIV in Q4 2021 and held it in 2 quarters. The position peaked at $538K in Q4 2023. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • ML&R Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • ML&R Wealth Management sold 7,043 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $538K.
  • ML&R Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • ML&R Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $538K in Q4 2023.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.