Simmons Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Simmons Bank’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 Q3	–	Sell	-4,020	Closed	-$312K	–	337
2022 Q2	$312K	Hold	4,020	–	–	0.03%	295
2022 Q1	$329K	Buy	+4,020	New	+$339K	0.02%	308
2021 Q4	–	Sell	-17,776	Closed	-$1.59M	–	377
2021 Q3	$1.59M	Sell	17,776 -4,138	-19%	-$375K	0.12%	162
2021 Q2	$1.97M	Buy	21,914 +1,938	+10%	+$173K	0.14%	139
2021 Q1	$1.77M	Buy	+19,976	New	+$1.81M	0.13%	147
2020 Q2	–	Sell	-19,542	Closed	-$1.75M	–	346
2020 Q1	$1.75M	Sell	19,542 -40,830	-68%	-$3.62M	0.15%	121
2019 Q4	$5.26M	Buy	60,372 +16,274	+37%	+$1.43M	0.47%	52
2019 Q3	$3.88M	Buy	44,098 +8,608	+24%	+$752K	0.38%	60
2019 Q2	$3.07M	Buy	35,490 +747	+2%	+$63.1K	0.3%	74
2019 Q1	$2.92M	Buy	+34,743	New	+$2.86M	0.28%	76
2018 Q3	–	Sell	-28,445	Closed	-$2.3M	–	371
2018 Q2	$2.3M	Buy	+28,445	New	+$2.3M	0.21%	96
2017 Q4	–	Sell	-31,845	Closed	-$2.7M	–	301
2017 Q3	$2.7M	Buy	31,845 +2,375	+8%	+$202K	0.28%	71
2017 Q2	$2.49M	Buy	+29,470	New	+$2.49M	0.28%	71
2017 Q1	–	Sell	-28,771	Closed	-$2.39M	–	286
2016 Q4	$2.39M	Buy	28,771 +2,915	+11%	+$247K	0.27%	75
2016 Q3	$2.27M	Sell	25,856 -25,809	-50%	-$2.26M	0.25%	76
2016 Q2	$4.55M	Sell	51,665 -957	-2%	-$82.7K	0.51%	35
2016 Q1	$4.54M	Buy	+52,622	New	+$4.46M	0.51%	35

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Simmons Bank's BIV Position: Q3 2022 in Review

Simmons Bank sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 4,020 shares — an estimated $312K sold.

Simmons Bank first reported a position in BIV in Q1 2016 and held it in 17 quarters. The position peaked at $5.26M in Q4 2019. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Simmons Bank reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Simmons Bank sold 4,020 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $312K.
Simmons Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 17 quarters.
Simmons Bank's Vanguard Intermediate-Term Bond ETF position peaked at $5.26M in Q4 2019.
657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Simmons Bank's 13F filing for Q3 2022, filed 27 Oct 2022.