SEI Investments
BIV icon

SEI Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-5,513
Closed -$446K – 2578
2018
Q2 		$446K Buy
5,513
+2,227
+68% +$180K ﹤0.01% 1835
2018
Q1 		$269K Buy
3,286
+1,635
+99% +$134K ﹤0.01% 1786
2017
Q4 		$138K Buy
1,651
+1,086
+192% +$91.5K ﹤0.01% 2030
2017
Q3 		$48K Sell
565
-1,796
-76% -$153K ﹤0.01% 2285
2017
Q2 		$200K Buy
2,361
+2,211
+1,474% +$187K ﹤0.01% 1866
2017
Q1 		$13K Sell
150
-404
-73% -$33.6K ﹤0.01% 2408
2016
Q4 		$46K Sell
554
-282
-34% -$23.9K ﹤0.01% 2162
2016
Q3 		$73K Buy
+836
New +$73.4K ﹤0.01% 1953
2015
Q4 		– Sell
-24
Closed -$2K – 2531
2015
Q3 		$2K Buy
+24
New +$2.02K ﹤0.01% 2352
2015
Q1 		– Sell
-47
Closed -$4K – 2251
2014
Q4 		$4K Buy
+47
New +$4K ﹤0.01% 1982

Other funds holding BIV

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 $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return