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

Strategic 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
2022 Q3	$28K	Sell	388 -57	-13%	-$4.41K	0.05%	212
2022 Q2	$35K	Buy	445 +41	+10%	+$3.21K	0.06%	195
2022 Q1	$33K	Buy	404 +19	+5%	+$1.6K	0.05%	211
2021 Q4	$34K	Buy	385 +2	+0.5%	+$177	0.05%	205
2021 Q3	$34K	Buy	+383	New	+$34.7K	0.05%	192

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Strategic Asset Management's BIV Position: Q3 2022 in Review

Strategic Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q3 2022, selling an estimated $4.41K and leaving 388 shares worth $28K. The position accounts for 0.05% of the portfolio, ranked #212.

Strategic Asset Management first reported a position in BIV in Q3 2021 and has held it in 5 quarters since. The position peaked at $35K in Q2 2022. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Strategic Asset Management held 388 shares of Vanguard Intermediate-Term Bond ETF worth $28K as of Q3 2022.
Strategic Asset Management sold 57 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $4.41K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Strategic Asset Management's portfolio in Q3 2022, its #212 holding.
Strategic Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $35K in Q2 2022.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.