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Steward Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Steward Financial Group’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
Q3 		– Sell
-29,704
Closed -$2.23M – 1340
2023
Q2 		$2.23M Buy
+29,704
New +$2.26M 0.71% 14
2022
Q4 		– Sell
-31,859
Closed -$2.34M – 569
2022
Q3 		$2.34M Buy
31,859
+5,242
+20% +$406K 1.73% 8
2022
Q2 		$2.07M Buy
+26,617
New +$2.09M 1.72% 5

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Financial Group's BIV Position: Q3 2023 in Review

Steward Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 29,704 shares — an estimated $2.23M sold.

Steward Financial Group first reported a position in BIV in Q2 2022 and held it in 3 quarters. The position peaked at $2.34M in Q3 2022. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Steward Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 29,704 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $2.23M.
  • Steward Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.34M in Q3 2022.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.