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Steph & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Steph & Co’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
-232
Closed -$16.8K – 251
2023
Q3 		$16.8K Buy
+232
New +$17.2K 0.01% 213

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Steph & Co's BIV Position: Q4 2023 in Review

Steph & Co sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 232 shares — an estimated $16.8K sold.

Steph & Co first reported a position in BIV in Q3 2023 and held it in 1 quarter. The position peaked at $16.8K in Q3 2023. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Steph & Co reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 232 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $16.8K.
  • Steph & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Steph & Co's Vanguard Intermediate-Term Bond ETF position peaked at $16.8K in Q3 2023.
  • 822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.