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R.M. Davis Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

R.M. Davis Inc’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
2021
Q3 		– Sell
-2,485
Closed -$224K – 262
2021
Q2 		$224K Hold
2,485
– – 0.01% 249
2021
Q1 		$220K Sell
2,485
-165
-6% -$15K 0.01% 254
2020
Q4 		$246K Buy
+2,650
New +$247K 0.01% 243

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

R.M. Davis Inc's BIV Position: Q3 2021 in Review

R.M. Davis Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2021, closing a stake of 2,485 shares — an estimated $224K sold.

R.M. Davis Inc first reported a position in BIV in Q4 2020 and held it in 3 quarters. The position peaked at $246K in Q4 2020. 639 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

  • R.M. Davis Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • R.M. Davis Inc sold 2,485 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $224K.
  • R.M. Davis Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 3 quarters.
  • R.M. Davis Inc's Vanguard Intermediate-Term Bond ETF position peaked at $246K in Q4 2020.
  • 639 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on R.M. Davis Inc's 13F filing for Q3 2021, filed 8 Nov 2021.