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Silver Oak Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Silver Oak Securities’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
-2,758
Closed -$214K – 429
2023
Q1 		$214K Buy
+2,758
New +$209K 0.04% 360
2022
Q2 		– Sell
-2,610
Closed -$208K – 283
2022
Q1 		$208K Buy
+2,610
New +$220K 0.04% 287

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Silver Oak Securities's BIV Position: Q2 2023 in Review

Silver Oak Securities sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 2,758 shares — an estimated $214K sold.

Silver Oak Securities first reported a position in BIV in Q1 2022 and held it in 2 quarters. The position peaked at $214K in Q1 2023. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

  • Silver Oak Securities reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Silver Oak Securities sold 2,758 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $214K.
  • Silver Oak Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • Silver Oak Securities's Vanguard Intermediate-Term Bond ETF position peaked at $214K in Q1 2023.
  • 724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Silver Oak Securities's 13F filing for Q2 2023, filed 2 Aug 2023.