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REDW Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

REDW Wealth’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
Q4 		– Sell
-11,442
Closed -$841K – 135
2022
Q3 		$841K Sell
11,442
-81
-0.7% -$6.27K 0.32% 40
2022
Q2 		$895K Hold
11,523
– – 0.33% 35
2022
Q1 		$944K Sell
11,523
-36
-0.3% -$3.04K 0.28% 38
2021
Q4 		$1.01M Sell
11,559
-9
-0.1% -$798 0.29% 35
2021
Q3 		$1.03M Sell
11,568
-153
-1% -$13.9K 0.33% 34
2021
Q2 		$1.05M Sell
11,721
-784
-6% -$70K 0.33% 32
2021
Q1 		$1.11M Buy
12,505
+3,555
+40% +$323K 0.37% 30
2020
Q4 		$831K Hold
8,950
– – 0.31% 30
2020
Q3 		$837K Sell
8,950
-331
-4% -$31K 0.35% 29
2020
Q2 		$865K Sell
9,281
-70
-0.7% -$6.41K 0.43% 25
2020
Q1 		$835K Sell
9,351
-518
-5% -$46K 0.52% 21
2019
Q4 		$861K Buy
9,869
+41
+0.4% +$3.59K 0.48% 24
2019
Q3 		$865K Sell
9,828
-79
-0.8% -$6.9K 0.51% 23
2019
Q2 		$857K Sell
9,907
-59
-0.6% -$4.98K 0.51% 23
2019
Q1 		$836K Sell
9,966
-62
-0.6% -$5.1K 0.51% 23
2018
Q4 		$815K Buy
10,028
+5,632
+128% +$451K 0.56% 21
2018
Q3 		$354K Sell
4,396
-1,171
-21% -$94.7K 0.23% 48
2018
Q2 		$451K Hold
5,567
– – 0.32% 38
2018
Q1 		$455K Sell
5,567
-27
-0.5% -$2.21K 0.34% 37
2017
Q4 		$469K Sell
5,594
-830
-13% -$70K 0.36% 37
2017
Q3 		$544K Sell
6,424
-239
-4% -$20.3K 0.45% 25
2017
Q2 		$563K Buy
6,663
+11
+0.2% +$929 0.55% 24
2017
Q1 		$556K Buy
6,652
+1,678
+34% +$140K 0.57% 24
2016
Q4 		$413K Buy
+4,974
New +$422K 0.47% 35

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

REDW Wealth's BIV Position: Q4 2022 in Review

REDW Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 11,442 shares — an estimated $841K sold.

REDW Wealth first reported a position in BIV in Q4 2016 and held it in 24 quarters. The position peaked at $1.11M in Q1 2021. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • REDW Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • REDW Wealth sold 11,442 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $841K.
  • REDW Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 24 quarters.
  • REDW Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $1.11M in Q1 2021.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on REDW Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.