Nicolet Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Nicolet Advisory 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
2022 Q4	–	Sell	-3,063	Closed	-$223K	–	243
2022 Q3	$223K	Buy	3,063 +44	+1%	+$3.4K	0.04%	169
2022 Q2	$235K	Sell	3,019 -605	-17%	-$47.4K	0.03%	164
2022 Q1	$289K	Sell	3,624 -150	-4%	-$12.7K	0.04%	150
2021 Q4	$331K	Sell	3,774 -1	-0%	-$89	0.04%	142
2021 Q3	$338K	Sell	3,775 -142	-4%	-$12.9K	0.04%	143
2021 Q2	$352K	Sell	3,917 -64	-2%	-$5.72K	0.05%	128
2021 Q1	$353K	Hold	3,981	–	–	0.05%	124
2020 Q4	$370K	Hold	3,981	–	–	0.05%	122
2020 Q3	$372K	Sell	3,981 -1,054	-21%	-$98.7K	0.06%	113
2020 Q2	$469K	Sell	5,035 -4,522	-47%	-$414K	0.07%	117
2020 Q1	$854K	Buy	9,557 +1,054	+12%	+$93.5K	0.15%	80
2019 Q4	$742K	Sell	8,503 -95	-1%	-$8.32K	0.12%	77
2019 Q3	$757K	Buy	8,598 +1,818	+27%	+$159K	0.11%	73
2019 Q2	$586K	Buy	6,780 +41	+0.6%	+$3.46K	0.09%	78
2019 Q1	$566K	Buy	+6,739	New	+$555K	0.1%	76

Other funds holding BIV

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Nicolet Advisory Services's BIV Position: Q4 2022 in Review

Nicolet Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 3,063 shares — an estimated $223K sold.

Nicolet Advisory Services first reported a position in BIV in Q1 2019 and held it in 15 quarters. The position peaked at $854K in Q1 2020. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Nicolet Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Nicolet Advisory Services sold 3,063 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $223K.
Nicolet Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and held it in 15 quarters.
Nicolet Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $854K in Q1 2020.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Nicolet Advisory Services's 13F filing for Q4 2022, filed 9 Feb 2023.