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Signet Financial Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Signet Financial Management’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
Q1 		– Sell
-939
Closed -$82K – 372
2021
Q4 		$82K Buy
+939
New +$83.3K 0.01% 356
2020
Q4 		– Sell
-4,731
Closed -$441K – 238
2020
Q3 		$441K Sell
4,731
-577
-11% -$54K 0.1% 165
2020
Q2 		$500K Sell
5,308
-141
-3% -$12.9K 0.11% 147
2020
Q1 		$496K Sell
5,449
-682
-11% -$60.5K 0.12% 150
2019
Q4 		$535K Sell
6,131
-263
-4% -$23K 0.1% 175
2019
Q3 		$555K Sell
6,394
-3,835
-37% -$335K 0.11% 169
2019
Q2 		$883K Sell
10,229
-2,264
-18% -$191K 0.18% 135
2019
Q1 		$1.04M Sell
12,493
-4,152
-25% -$342K 0.2% 118
2018
Q4 		$1.35M Sell
16,645
-5,087
-23% -$407K 0.29% 100
2018
Q3 		$1.75M Sell
21,732
-7,022
-24% -$568K 0.31% 93
2018
Q2 		$2.33M Sell
28,754
-6,797
-19% -$549K 0.41% 80
2018
Q1 		$2.91M Sell
35,551
-4,949
-12% -$406K 0.52% 65
2017
Q4 		$3.4M Sell
40,500
-3,263
-7% -$275K 0.63% 60
2017
Q3 		$3.71M Sell
43,763
-3,391
-7% -$288K 0.73% 57
2017
Q2 		$3.99M Sell
47,154
-2,860
-6% -$242K 0.84% 50
2017
Q1 		$4.18M Sell
50,014
-8,029
-14% -$668K 0.91% 47
2016
Q4 		$4.82M Sell
58,043
-20,791
-26% -$1.77M 1.15% 37
2016
Q3 		$6.91M Sell
78,834
-10,489
-12% -$920K 1.63% 18
2016
Q2 		$7.87M Sell
89,323
-16,731
-16% -$1.45M 1.82% 13
2016
Q1 		$9.15M Sell
106,054
-2,734
-3% -$232K 1.93% 12
2015
Q4 		$9.04M Buy
108,788
+3,383
+3% +$285K 1.85% 12
2015
Q3 		$8.94M Buy
105,405
+4,204
+4% +$354K 2.03% 10
2015
Q2 		$8.49M Buy
101,201
+11,741
+13% +$998K 1.95% 7
2015
Q1 		$7.71M Buy
89,460
+13,637
+18% +$1.17M 2.14% 7
2014
Q4 		$6.42M Buy
+75,823
New +$6.45M 2.34% 5

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Signet Financial Management's BIV Position: Q1 2022 in Review

Signet Financial Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 939 shares — an estimated $82K sold.

Signet Financial Management first reported a position in BIV in Q4 2014 and held it in 25 quarters. The position peaked at $9.15M in Q1 2016. 715 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Signet Financial Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 939 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $82K.
  • Signet Financial Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 25 quarters.
  • Signet Financial Management's Vanguard Intermediate-Term Bond ETF position peaked at $9.15M in Q1 2016.
  • 715 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.