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Reynolds Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Reynolds Investment Management’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
Q2 		$2.67M Sell
34,408
-12,580
-27% -$986K 0.95% 30
2022
Q1 		$3.85M Buy
+46,988
New +$3.97M 1.14% 22

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Reynolds Investment Management's BIV Position: Q2 2022 in Review

Reynolds Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 27% in Q2 2022, selling an estimated $986K and leaving 34,408 shares worth $2.67M. The position accounts for 0.95% of the portfolio, ranked #30.

Reynolds Investment Management first reported a position in BIV in Q1 2022 and has held it in 2 quarters since. The position peaked at $3.85M in Q1 2022. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Reynolds Investment Management held 34,408 shares of Vanguard Intermediate-Term Bond ETF worth $2.67M as of Q2 2022.
  • Reynolds Investment Management sold 12,580 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $986K.
  • Vanguard Intermediate-Term Bond ETF made up 0.95% of Reynolds Investment Management's portfolio in Q2 2022, its #30 holding.
  • Reynolds Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.85M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.