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Roffman Miller Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Roffman Miller Associates’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
2023
Q4 		– Sell
-2,862
Closed -$207K – 77
2023
Q3 		$207K Sell
2,862
-373
-12% -$27.6K 0.02% 78
2023
Q2 		$243K Sell
3,235
-15
-0.5% -$1.14K 0.02% 73
2023
Q1 		$249K Sell
3,250
-957
-23% -$72.5K 0.02% 74
2022
Q4 		$313K Buy
4,207
+19
+0.5% +$1.41K 0.03% 74
2022
Q3 		$308K Sell
4,188
-142
-3% -$11K 0.03% 73
2022
Q2 		$336K Sell
4,330
-103
-2% -$8.08K 0.03% 74
2022
Q1 		$363K Buy
4,433
+1,704
+62% +$144K 0.03% 76
2021
Q4 		$239K Sell
2,729
-1,060
-28% -$94K 0.02% 75
2021
Q3 		$339K Sell
3,789
-211
-5% -$19.1K 0.03% 75
2021
Q2 		$360K Buy
4,000
+25
+0.6% +$2.23K 0.03% 72
2021
Q1 		$353K Sell
3,975
-325
-8% -$29.5K 0.03% 71
2020
Q4 		$399K Sell
4,300
-1,777
-29% -$165K 0.03% 71
2020
Q3 		$568K Buy
6,077
+31
+0.5% +$2.9K 0.06% 68
2020
Q2 		$563K Sell
6,046
-2,266
-27% -$207K 0.06% 91
2020
Q1 		$742K Sell
8,312
-557
-6% -$49.4K 0.09% 63
2019
Q4 		$774K Buy
8,869
+61
+0.7% +$5.34K 0.08% 64
2019
Q3 		$775K Sell
8,808
-1
-0% -$87 0.08% 65
2019
Q2 		$762K Sell
8,809
-3,797
-30% -$321K 0.08% 61
2019
Q1 		$1.06M Sell
12,606
-864
-6% -$71.1K 0.12% 53
2018
Q4 		$1.09M Buy
13,470
+913
+7% +$73.1K 0.14% 51
2018
Q3 		$1.01M Buy
+12,557
New +$1.02M 0.11% 57
2013
Q4 		– Sell
-3,550
Closed -$296K – 73
2013
Q3 		$296K Sell
3,550
-12,957
-78% -$1.07M 0.07% 70
2013
Q2 		$1.38M Buy
+16,507
New +$1.43M 0.37% 58

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Roffman Miller Associates's BIV Position: Q4 2023 in Review

Roffman Miller Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 2,862 shares — an estimated $207K sold.

Roffman Miller Associates first reported a position in BIV in Q2 2013 and held it in 23 quarters. The position peaked at $1.38M in Q2 2013. 823 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Roffman Miller Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 2,862 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $207K.
  • Roffman Miller Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 23 quarters.
  • Roffman Miller Associates's Vanguard Intermediate-Term Bond ETF position peaked at $1.38M in Q2 2013.
  • 823 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Roffman Miller Associates's 13F filing for Q4 2023, filed 2 Feb 2024.