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NEPC LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NEPC LLC’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 		– Sell
-67,916
Closed -$6.11M – 52
2021
Q2 		$6.11M Hold
67,916
– – 0.86% 26
2021
Q1 		$6.03M Buy
+67,916
New +$6.17M 2.24% 15

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEPC LLC's BIV Position: Q3 2021 in Review

NEPC LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2021, closing a stake of 67,916 shares — an estimated $6.11M sold.

NEPC LLC first reported a position in BIV in Q1 2021 and held it in 2 quarters. The position peaked at $6.11M in Q2 2021. 640 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

  • NEPC LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • NEPC LLC sold 67,916 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $6.11M.
  • NEPC LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and held it in 2 quarters.
  • NEPC LLC's Vanguard Intermediate-Term Bond ETF position peaked at $6.11M in Q2 2021.
  • 640 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on NEPC LLC's 13F filing for Q3 2021, filed 8 Mar 2024.