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Reilly Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Reilly Financial Advisors’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
Q4 		$76K Sell
862
-1,858
-68% -$165K 0.01% 329
2021
Q3 		$243K Buy
2,720
+166
+6% +$15K 0.02% 177
2021
Q2 		$230K Buy
2,554
+4
+0.2% +$357 0.02% 192
2021
Q1 		$226K Buy
2,550
+1
+0% +$91 0.02% 185
2020
Q4 		$237K Buy
2,549
+105
+4% +$9.78K 0.02% 173
2020
Q3 		$228K Buy
2,444
+2
+0.1% +$187 0.02% 168
2020
Q2 		$228K Buy
2,442
+3
+0.1% +$275 0.03% 161
2020
Q1 		$218K Sell
2,439
-56
-2% -$4.97K 0.03% 163
2019
Q4 		$218K Buy
2,495
+4
+0.2% +$350 0.02% 178
2019
Q3 		$219K Buy
2,491
+1,703
+216% +$149K 0.03% 180
2019
Q2 		$68K Sell
788
-31
-4% -$2.62K 0.01% 307
2019
Q1 		$69K Sell
819
-498
-38% -$41K 0.01% 292
2018
Q4 		$107K Buy
1,317
+296
+29% +$23.7K 0.02% 225
2018
Q3 		$82K Buy
1,021
+3
+0.3% +$243 0.01% 272
2018
Q2 		$82K Buy
1,018
+3
+0.3% +$242 0.01% 244
2018
Q1 		$83K Buy
1,015
+3
+0.3% +$246 0.01% 239
2017
Q4 		$85K Buy
1,012
+103
+11% +$8.68K 0.01% 255
2017
Q3 		$77K Buy
909
+3
+0.3% +$255 0.01% 253
2017
Q2 		$77K Buy
906
+2
+0.2% +$169 0.01% 249
2017
Q1 		$76K Buy
904
+109
+14% +$9.07K 0.01% 235
2016
Q4 		$66K Sell
795
-15
-2% -$1.27K 0.01% 244
2016
Q3 		$71K Sell
810
-23
-3% -$2.02K 0.01% 229
2016
Q2 		$73K Buy
833
+403
+94% +$34.8K 0.01% 218
2016
Q1 		$37K Buy
430
+2
+0.5% +$169 0.01% 435
2015
Q4 		$36K Sell
428
-55
-11% -$4.63K 0.01% 446
2015
Q3 		$41K Buy
483
+472
+4,291% +$39.7K 0.01% 419
2015
Q2 		$1K Buy
+11
New +$935 ﹤0.01% 1279
2014
Q1 		– Sell
-131
Closed -$11K – 798
2013
Q4 		$11K Sell
131
-5
-4% -$417 ﹤0.01% 509
2013
Q3 		$11K Sell
136
-118
-46% -$9.78K ﹤0.01% 448
2013
Q2 		$21K Buy
+254
New +$22.1K 0.01% 339

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reilly Financial Advisors's BIV Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 68% in Q4 2021, selling an estimated $165K and leaving 862 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #329.

Reilly Financial Advisors first reported a position in BIV in Q2 2013 and has held it in 30 quarters since. The position peaked at $243K in Q3 2021. 722 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Reilly Financial Advisors held 862 shares of Vanguard Intermediate-Term Bond ETF worth $76K as of Q4 2021.
  • Reilly Financial Advisors sold 1,858 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $165K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #329 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • Reilly Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $243K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.