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

Starfox 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
2022
Q1 		– Sell
-130,347
Closed -$11.2M – 27
2021
Q4 		$11.2M Buy
+130,347
New +$11.6M 9.73% 7

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Starfox Financial Services's BIV Position: Q1 2022 in Review

Starfox Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 130,347 shares — an estimated $11.2M sold.

Starfox Financial Services first reported a position in BIV in Q4 2021 and held it in 1 quarter. The position peaked at $11.2M in Q4 2021. 713 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Starfox Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Starfox Financial Services sold 130,347 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $11.2M.
  • Starfox Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Starfox Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $11.2M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Starfox Financial Services's 13F filing for Q1 2022, filed 12 May 2022.