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Next Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Next Financial Group’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
Q4 		$4.55M Buy
51,916
+6,548
+14% +$581K 0.3% 62
2021
Q3 		$4.06M Buy
45,368
+1,207
+3% +$109K 0.32% 63
2021
Q2 		$3.97M Buy
44,161
+2,050
+5% +$183K 0.32% 63
2021
Q1 		$3.74M Sell
42,111
-530
-1% -$48.1K 0.33% 63
2020
Q4 		$3.96M Sell
42,641
-6,903
-14% -$643K 0.38% 50
2020
Q3 		$4.63M Buy
49,544
+15,044
+44% +$1.41M 0.5% 33
2020
Q2 		$3.21M Buy
34,500
+9,107
+36% +$834K 0.38% 59
2020
Q1 		$2.27M Sell
25,393
-28,429
-53% -$2.52M 0.29% 79
2019
Q4 		$4.7M Buy
53,822
+717
+1% +$62.8K 0.48% 34
2019
Q3 		$4.67M Sell
53,105
-1,090
-2% -$95.2K 0.51% 32
2019
Q2 		$4.69M Buy
54,195
+14,606
+37% +$1.23M 0.5% 30
2019
Q1 		$3.32M Buy
39,589
+34,134
+626% +$2.81M 0.84% 11
2018
Q4 		$443K Buy
5,455
+5,201
+2,048% +$416K 0.09% 241
2018
Q3 		$20K Buy
+254
New +$20.5K 0.01% 782
2018
Q2 		– Sell
-5,604
Closed -$458K – 295
2018
Q1 		$458K Buy
+5,604
New +$460K 0.1% 224
2017
Q4 		– Sell
-1,062
Closed -$90K – 377
2017
Q3 		$90K Buy
1,062
+227
+27% +$19.3K 0.03% 518
2017
Q2 		$71K Buy
835
+150
+22% +$12.7K 0.02% 653
2017
Q1 		$58K Sell
685
-2,587
-79% -$215K 0.02% 668
2016
Q4 		$272K Sell
3,272
-2,141
-40% -$182K 0.05% 376
2016
Q3 		$475K Buy
5,413
+3,261
+152% +$286K 0.09% 251
2016
Q2 		$189K Buy
2,152
+502
+30% +$43.4K 0.06% 314
2016
Q1 		$142K Hold
1,650
– – 0.05% 347
2015
Q4 		$137K Hold
1,650
– – 0.05% 346
2015
Q3 		$139K Buy
1,650
+1,450
+725% +$122K 0.05% 354
2015
Q2 		$16K Buy
200
+132
+194% +$11.2K 0.01% 1076
2015
Q1 		$5K Hold
68
– – ﹤0.01% 1471
2014
Q4 		$6K Sell
68
-1,305
-95% -$111K ﹤0.01% 1421
2014
Q3 		$116K Buy
1,373
+1,330
+3,093% +$112K 0.02% 617
2014
Q2 		$4K Buy
+43
New +$3.62K ﹤0.01% 964

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's BIV Position: Q4 2021 in Review

Next Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q4 2021, buying an estimated $581K and bringing the position to 51,916 shares worth $4.55M. The position accounts for 0.3% of the portfolio, ranked #62.

Next Financial Group first reported a position in BIV in Q2 2014 and has held it in 29 quarters since. The position peaked at $4.7M in Q4 2019. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Next Financial Group held 51,916 shares of Vanguard Intermediate-Term Bond ETF worth $4.55M as of Q4 2021.
  • Next Financial Group bought 6,548 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $581K.
  • Vanguard Intermediate-Term Bond ETF made up 0.3% of Next Financial Group's portfolio in Q4 2021, its #62 holding.
  • Next Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and has held it in 29 quarters since.
  • Next Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $4.7M in Q4 2019.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.