Stephens Group Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stephens Group Asset Management’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
2021 Q1	–	Sell	-19,135	Closed	-$1.78M	–	24
2020 Q4	$1.78M	Hold	19,135	–	–	0.21%	17
2020 Q3	$1.79M	Hold	19,135	–	–	0.25%	16
2020 Q2	$1.78M	Buy	+19,135	New	+$1.75M	0.27%	16
2019 Q1	–	Sell	-128,845	Closed	-$10.5M	–	16
2018 Q4	$10.5M	Buy	+128,845	New	+$10.3M	2.03%	10

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Stephens Group Asset Management's BIV Position: Q1 2021 in Review

Stephens Group Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 19,135 shares — an estimated $1.78M sold.

Stephens Group Asset Management first reported a position in BIV in Q4 2018 and held it in 4 quarters. The position peaked at $10.5M in Q4 2018. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

Stephens Group Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Stephens Group Asset Management sold 19,135 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $1.78M.
Stephens Group Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 4 quarters.
Stephens Group Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $10.5M in Q4 2018.
626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Stephens Group Asset Management's 13F filing for Q1 2021, filed 13 Apr 2021.