SBWIC
BIV icon

Schaper Benz & Wise Investment Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Schaper Benz & Wise Investment Counsel’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
-17,995
Closed -$1.47M – 146
2022
Q1 		$1.47M Sell
17,995
-33,669
-65% -$2.84M 0.13% 94
2021
Q4 		$4.53M Buy
+51,664
New +$4.58M 0.36% 69

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

Schaper Benz & Wise Investment Counsel's BIV Position: Q2 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 17,995 shares — an estimated $1.47M sold.

Schaper Benz & Wise Investment Counsel first reported a position in BIV in Q4 2021 and held it in 2 quarters. The position peaked at $4.53M in Q4 2021. 674 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Schaper Benz & Wise Investment Counsel reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 17,995 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $1.47M.
  • Schaper Benz & Wise Investment Counsel first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Schaper Benz & Wise Investment Counsel's Vanguard Intermediate-Term Bond ETF position peaked at $4.53M in Q4 2021.
  • 674 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2022, filed 4 Aug 2022.