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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Nicolet Bankshares's BIV Position: Q1 2022 in Review

Nicolet Bankshares sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 12,992 shares — an estimated $1.14M sold.

Nicolet Bankshares first reported a position in BIV in Q3 2017 and held it in 10 quarters. The position peaked at $1.17M in Q2 2021. 713 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

Nicolet Bankshares reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Nicolet Bankshares sold 12,992 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $1.14M.
Nicolet Bankshares first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 10 quarters.
Nicolet Bankshares's Vanguard Intermediate-Term Bond ETF position peaked at $1.17M in Q2 2021.
713 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Nicolet Bankshares's 13F filing for Q1 2022, filed 10 May 2022.