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Sargent Bickham Lagudis’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sargent Bickham Lagudis’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 		– Sell
-249
Closed -$20K – 1051
2022
Q1 		$20K Sell
249
-1,137
-82% -$96K ﹤0.01% 600
2021
Q4 		$121K Hold
1,386
– – 0.01% 311
2021
Q3 		$124K Hold
1,386
– – 0.01% 303
2021
Q2 		$125K Buy
1,386
+822
+146% +$73.4K 0.01% 311
2021
Q1 		$50K Hold
564
– – ﹤0.01% 432
2020
Q4 		$52K Hold
564
– – ﹤0.01% 417
2020
Q3 		$53K Hold
564
– – 0.01% 375
2020
Q2 		$53K Hold
564
– – 0.01% 344
2020
Q1 		$50K Hold
564
– – 0.01% 340
2019
Q4 		$49K Sell
564
-250
-31% -$21.9K 0.01% 386
2019
Q3 		$72K Sell
814
-10
-1% -$874 0.01% 296
2019
Q2 		$71K Sell
824
-402
-33% -$34K 0.01% 316
2019
Q1 		$103K Sell
1,226
-70
-5% -$5.76K 0.01% 287
2018
Q4 		$105K Sell
1,296
-505
-28% -$40.4K 0.01% 262
2018
Q3 		$145K Sell
1,801
-1,964
-52% -$159K 0.02% 236
2018
Q2 		$305K Sell
3,765
-6,392
-63% -$516K 0.04% 163
2018
Q1 		$831K Sell
10,157
-20,087
-66% -$1.65M 0.1% 121
2017
Q4 		$2.54M Sell
30,244
-47,747
-61% -$4.02M 0.3% 75
2017
Q3 		$6.6M Buy
77,991
+22,222
+40% +$1.89M 0.82% 26
2017
Q2 		$4.71M Buy
55,769
+4,272
+8% +$361K 0.6% 36
2017
Q1 		$4.31M Sell
51,497
-19,002
-27% -$1.58M 0.56% 43
2016
Q4 		$5.86M Buy
70,499
+63,419
+896% +$5.38M 0.9% 23
2016
Q3 		$20.4K Sell
7,080
-267,832
-97% -$23.5M 3.07% 5
2016
Q2 		$24.2M Buy
274,912
+34,421
+14% +$2.98M 3.76% 3
2016
Q1 		$20.7M Buy
+240,491
New +$20.4M 3.34% 4

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

Sargent Bickham Lagudis's BIV Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 249 shares — an estimated $20K sold.

Sargent Bickham Lagudis first reported a position in BIV in Q1 2016 and held it in 25 quarters. The position peaked at $24.2M in Q2 2016. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Sargent Bickham Lagudis reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 249 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $20K.
  • Sargent Bickham Lagudis first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 25 quarters.
  • Sargent Bickham Lagudis's Vanguard Intermediate-Term Bond ETF position peaked at $24.2M in Q2 2016.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.