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Sowell Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-12,013
Closed -$869K – 536
2023
Q3 		$869K Sell
12,013
-7,783
-39% -$576K 0.05% 323
2023
Q2 		$1.49M Sell
19,796
-35,365
-64% -$2.69M 0.08% 270
2023
Q1 		$4.23M Buy
55,161
+872
+2% +$66K 0.33% 69
2022
Q4 		$4.04M Buy
54,289
+1,409
+3% +$104K 0.26% 101
2022
Q3 		$3.89M Buy
+52,880
New +$4.09M 0.39% 71
2022
Q2 		– Sell
-23,479
Closed -$1.86M – 285
2022
Q1 		$1.86M Sell
23,479
-16,667
-42% -$1.41M 0.32% 57
2021
Q4 		$3.52M Sell
40,146
-14,214
-26% -$1.26M 0.2% 112
2021
Q3 		$4.86M Sell
54,360
-2,020
-4% -$183K 0.33% 72
2021
Q2 		$5.07M Sell
56,380
-504,112
-90% -$45M 0.34% 73
2021
Q1 		$50.1M Buy
560,492
+87,756
+19% +$7.97M 1.74% 7
2020
Q4 		$43.9M Buy
472,736
+37,123
+9% +$3.46M 1.88% 7
2020
Q3 		$40.7M Buy
435,613
+59,347
+16% +$5.56M 2.03% 7
2020
Q2 		$35.1M Buy
376,266
+185,828
+98% +$17M 1.93% 6
2020
Q1 		$17M Buy
190,438
+181,816
+2,109% +$16.1M 1.26% 8
2019
Q4 		$752K Buy
8,622
+5,117
+146% +$448K 0.06% 332
2019
Q3 		$308K Buy
+3,505
New +$306K 0.03% 529
2019
Q1 		$298K Sell
3,556
-824
-19% -$67.8K 0.03% 456
2018
Q4 		$356K Buy
+4,380
New +$351K 0.05% 347

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sowell Financial Services's BIV Position: Q4 2023 in Review

Sowell Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 12,013 shares — an estimated $869K sold.

Sowell Financial Services first reported a position in BIV in Q4 2018 and held it in 18 quarters. The position peaked at $50.1M in Q1 2021. 824 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Sowell Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 12,013 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $869K.
  • Sowell Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 18 quarters.
  • Sowell Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $50.1M in Q1 2021.
  • 824 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.