P.J. Schmidt Investment Management (PJS)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	-3,176	Closed	-$272K	–	171
2021 Q4	$272K	Buy	3,176 +500	+19%	+$44.4K	0.05%	156
2021 Q3	$237K	Sell	2,676 -500	-16%	-$45.3K	0.05%	163
2021 Q2	$289K	Hold	3,176	–	–	0.06%	151
2021 Q1	$283K	Hold	3,176	–	–	0.06%	145
2020 Q4	$293K	Hold	3,176	–	–	0.07%	133
2020 Q3	$296K	Buy	+3,176	New	+$297K	0.07%	125

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s BIV Position: Q1 2022 in Review

P.J. Schmidt Investment Management (PJS) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 3,176 shares — an estimated $272K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in BIV in Q3 2020 and held it in 6 quarters. The position peaked at $296K in Q3 2020. 714 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

P.J. Schmidt Investment Management (PJS) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 3,176 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $272K.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 6 quarters.
P.J. Schmidt Investment Management (PJS)'s Vanguard Intermediate-Term Bond ETF position peaked at $296K in Q3 2020.
714 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2022, filed 6 May 2022.