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Schechter Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Schechter Investment Advisors’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
-8,655
Closed -$709K – 957
2022
Q1 		$709K Buy
8,655
+122
+1% +$10.3K 0.07% 419
2021
Q4 		$748K Buy
+8,533
New +$757K 0.07% 393

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

Schechter Investment Advisors's BIV Position: Q2 2022 in Review

Schechter Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 8,655 shares — an estimated $709K sold.

Schechter Investment Advisors first reported a position in BIV in Q4 2021 and held it in 2 quarters. The position peaked at $748K in Q4 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Schechter Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 8,655 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $709K.
  • Schechter Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Schechter Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $748K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.