Norway Savings Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Norway Savings Bank’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 Q1	–	Sell	-290	Closed	-$21.6K	–	155
2022 Q4	$21.6K	Hold	290	–	–	0.01%	220
2022 Q3	$21K	Sell	290 -70	-19%	-$5.42K	0.01%	223
2022 Q2	$28K	Hold	360	–	–	0.01%	219
2022 Q1	$29K	Hold	360	–	–	0.01%	224
2021 Q4	$32K	Hold	360	–	–	0.01%	219
2021 Q3	$32K	Hold	360	–	–	0.02%	224
2021 Q2	$32K	Hold	360	–	–	0.02%	230
2021 Q1	$32K	Hold	360	–	–	0.02%	226
2020 Q4	$33K	Hold	360	–	–	0.02%	226
2020 Q3	$34K	Hold	360	–	–	0.02%	195
2020 Q2	$34K	Hold	360	–	–	0.03%	179
2020 Q1	$32K	Hold	360	–	–	0.03%	173
2019 Q4	$31K	Hold	360	–	–	0.02%	186
2019 Q3	$32K	Hold	360	–	–	0.03%	177
2019 Q2	$31K	Hold	360	–	–	0.03%	179
2019 Q1	$30K	Hold	360	–	–	0.03%	175
2018 Q4	$29K	Hold	360	–	–	0.03%	174
2018 Q3	$29K	Hold	360	–	–	0.03%	181
2018 Q2	$29K	Hold	360	–	–	0.03%	178
2018 Q1	$29K	Hold	360	–	–	0.03%	179
2017 Q4	$30K	Hold	360	–	–	0.03%	191
2017 Q3	$30K	Sell	360 -60	-14%	-$5.09K	0.03%	191
2017 Q2	$36K	Hold	420	–	–	0.04%	183
2017 Q1	$35K	Hold	420	–	–	0.04%	170
2016 Q4	$35K	Buy	+420	New	+$35.7K	0.03%	163

Other funds holding BIV

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Norway Savings Bank's BIV Position: Q1 2023 in Review

Norway Savings Bank sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 290 shares — an estimated $21.6K sold.

Norway Savings Bank first reported a position in BIV in Q4 2016 and held it in 25 quarters. The position peaked at $36K in Q2 2017. 704 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

Norway Savings Bank reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Norway Savings Bank sold 290 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $21.6K.
Norway Savings Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 25 quarters.
Norway Savings Bank's Vanguard Intermediate-Term Bond ETF position peaked at $36K in Q2 2017.
704 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.