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Moseley Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Moseley Investment 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
Q4 		– Sell
-2,880
Closed -$226K – 151
2024
Q3 		$226K Sell
2,880
-62
-2% -$4.78K 0.09% 141
2024
Q2 		$220K Hold
2,942
– – 0.1% 134
2024
Q1 		$222K Hold
2,942
– – 0.11% 133
2023
Q4 		$225K Sell
2,942
-350
-11% -$25.6K 0.12% 135
2023
Q3 		$238K Sell
3,292
-5,667
-63% -$419K 0.14% 129
2023
Q2 		$674K Buy
8,959
+2,698
+43% +$205K 0.39% 64
2023
Q1 		$480K Buy
6,261
+688
+12% +$52.1K 0.31% 81
2022
Q4 		$414K Buy
5,573
+90
+2% +$6.67K 0.3% 83
2022
Q3 		$403K Sell
5,483
-5,017
-48% -$388K 0.3% 84
2022
Q2 		$815K Sell
10,500
-2,795
-21% -$219K 0.57% 43
2022
Q1 		$1.09M Sell
13,295
-28,836
-68% -$2.43M 0.59% 50
2021
Q4 		$3.69M Buy
42,131
+2,573
+7% +$228K 1.68% 10
2021
Q3 		$3.55M Buy
39,558
+1,763
+5% +$160K 1.77% 8
2021
Q2 		$3.4M Buy
37,795
+1,285
+4% +$115K 1.67% 8
2021
Q1 		$3.24M Buy
36,510
+5,590
+18% +$508K 1.79% 8
2020
Q4 		$2.87M Buy
30,920
+5,964
+24% +$555K 1.67% 9
2020
Q3 		$2.33M Buy
24,956
+9,451
+61% +$885K 1.66% 9
2020
Q2 		$1.45M Buy
15,505
+4,028
+35% +$369K 1.2% 19
2020
Q1 		$1.02M Buy
11,477
+7,427
+183% +$659K 1.2% 25
2019
Q4 		$353K Buy
+4,050
New +$355K 0.35% 83

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Moseley Investment Management's BIV Position: Q4 2024 in Review

Moseley Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 2,880 shares — an estimated $226K sold.

Moseley Investment Management first reported a position in BIV in Q4 2019 and held it in 20 quarters. The position peaked at $3.69M in Q4 2021. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Moseley Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Moseley Investment Management sold 2,880 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $226K.
  • Moseley Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 20 quarters.
  • Moseley Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.69M in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Moseley Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.