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SBB Research Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SBB Research Group’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
Q2 		– Sell
-4,696
Closed -$360K – 34
2023
Q1 		$360K Buy
+4,696
New +$356K 0.51% 28

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SBB Research Group's BIV Position: Q2 2023 in Review

SBB Research Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 4,696 shares — an estimated $360K sold.

SBB Research Group first reported a position in BIV in Q1 2023 and held it in 1 quarter. The position peaked at $360K in Q1 2023. 725 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

  • SBB Research Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • SBB Research Group sold 4,696 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $360K.
  • SBB Research Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 1 quarter.
  • SBB Research Group's Vanguard Intermediate-Term Bond ETF position peaked at $360K in Q1 2023.
  • 725 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on SBB Research Group's 13F filing for Q2 2023, filed 10 Aug 2023.