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Northwest Investment Counselors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Northwest Investment Counselors’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
2023
Q4 		– Sell
-53
Closed -$3.86K – 178
2023
Q3 		$3.86K Buy
+53
New +$3.92K ﹤0.01% 475

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwest Investment Counselors's BIV Position: Q4 2023 in Review

Northwest Investment Counselors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 53 shares — an estimated $3.86K sold.

Northwest Investment Counselors first reported a position in BIV in Q3 2023 and held it in 1 quarter. The position peaked at $3.86K in Q3 2023. 823 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Northwest Investment Counselors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 53 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $3.86K.
  • Northwest Investment Counselors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Northwest Investment Counselors's Vanguard Intermediate-Term Bond ETF position peaked at $3.86K in Q3 2023.
  • 823 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.