NB
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Nicolet Bankshares’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Nicolet Bankshares’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
Q1 		– Sell
-12,992
Closed -$1.14M – 209
2021
Q4 		$1.14M Hold
12,992
– – 0.25% 73
2021
Q3 		$1.16M Hold
12,992
– – 0.3% 63
2021
Q2 		$1.17M Hold
12,992
– – 0.31% 61
2021
Q1 		$1.15M Buy
+12,992
New +$1.18M 0.32% 57
2019
Q3 		– Sell
-2,969
Closed -$257K – 181
2019
Q2 		$257K Hold
2,969
– – 0.11% 149
2019
Q1 		$249K Hold
2,969
– – 0.1% 152
2018
Q4 		$241K Hold
2,969
– – 0.12% 145
2018
Q3 		$239K Buy
2,969
+56
+2% +$4.53K 0.1% 159
2018
Q2 		$236K Buy
+2,913
New +$235K 0.1% 163
2017
Q4 		– Sell
-2,553
Closed -$216K – 177
2017
Q3 		$216K Buy
+2,553
New +$217K 0.1% 161

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 $501B 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return