Morningstar Investment Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Morningstar Investment Services’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
2020 Q4	–	Sell	-2,500	Closed	-$234K	–	209
2020 Q3	$234K	Buy	2,500 +251	+11%	+$23.5K	﹤0.01%	189
2020 Q2	$210K	Sell	2,249 -2,511	-53%	-$230K	﹤0.01%	191
2020 Q1	$424K	Buy	+4,760	New	+$422K	0.01%	168
2019 Q1	–	Sell	-3,876	Closed	-$315K	–	207
2018 Q4	$315K	Buy	3,876 +149	+4%	+$11.9K	0.01%	178
2018 Q3	$300K	Buy	3,727 +379	+11%	+$30.6K	0.01%	184
2018 Q2	$271K	Buy	+3,348	New	+$270K	0.01%	191
2018 Q1	–	Sell	-3,066	Closed	-$257K	–	201
2017 Q4	$257K	Buy	3,066 +518	+20%	+$43.7K	0.01%	187
2017 Q3	$216K	Buy	+2,548	New	+$216K	﹤0.01%	191

Other funds holding BIV

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

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

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

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morningstar Investment Services's BIV Position: Q4 2020 in Review

Morningstar Investment Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 2,500 shares — an estimated $234K sold.

Morningstar Investment Services first reported a position in BIV in Q3 2017 and held it in 8 quarters. The position peaked at $424K in Q1 2020. 649 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

Morningstar Investment Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Morningstar Investment Services sold 2,500 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $234K.
Morningstar Investment Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 8 quarters.
Morningstar Investment Services's Vanguard Intermediate-Term Bond ETF position peaked at $424K in Q1 2020.
649 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Morningstar Investment Services's 13F filing for Q4 2020, filed 11 Feb 2021.