Robertson Stephens Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Robertson Stephens Wealth 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 Q3	–	Sell	-3,387	Closed	-$263K	–	361
2022 Q2	$263K	Sell	3,387 -6,528	-66%	-$512K	0.02%	312
2022 Q1	$812K	Sell	9,915 -1,014	-9%	-$85.6K	0.07%	205
2021 Q4	$957K	Buy	+10,929	New	+$970K	0.08%	188

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Robertson Stephens Wealth Management's BIV Position: Q3 2022 in Review

Robertson Stephens Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 3,387 shares — an estimated $263K sold.

Robertson Stephens Wealth Management first reported a position in BIV in Q4 2021 and held it in 3 quarters. The position peaked at $957K in Q4 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Robertson Stephens Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 3,387 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $263K.
Robertson Stephens Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 3 quarters.
Robertson Stephens Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $957K in Q4 2021.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.