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

Sadoff 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 Q3	$910K	Hold	12,390	–	–	0.07%	49
2022 Q2	$962K	Hold	12,390	–	–	0.07%	50
2022 Q1	$1.01M	Sell	12,390 -136	-1%	-$11.5K	0.06%	51
2021 Q4	$1.1M	Sell	12,526 -600	-5%	-$53.2K	0.06%	51
2021 Q3	$1.17M	Buy	13,126 +136	+1%	+$12.3K	0.08%	48
2021 Q2	$1.17M	Sell	12,990 -2,000	-13%	-$179K	0.08%	48
2021 Q1	$1.33M	Hold	14,990	–	–	0.09%	46
2020 Q4	$1.39M	Hold	14,990	–	–	0.11%	43
2020 Q3	$1.4M	Hold	14,990	–	–	0.12%	42
2020 Q2	$1.4M	Hold	14,990	–	–	0.13%	42
2020 Q1	$1.34M	Hold	14,990	–	–	0.15%	40
2019 Q4	$1.31M	Buy	+14,990	New	+$1.31M	0.1%	44

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

Sadoff Investment Management's BIV Position: Q3 2022 in Review

Sadoff Investment Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2022 at 12,390 shares worth $910K. The position accounts for 0.07% of the portfolio, ranked #49.

Sadoff Investment Management first reported a position in BIV in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.4M in Q3 2020. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Sadoff Investment Management held 12,390 shares of Vanguard Intermediate-Term Bond ETF worth $910K as of Q3 2022.
Sadoff Investment Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2022.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Sadoff Investment Management's portfolio in Q3 2022, its #49 holding.
Sadoff Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 12 quarters since.
Sadoff Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.4M in Q3 2020.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.