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

Strategic 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 Q2	–	Sell	-24,360	Closed	-$2M	–	130
2022 Q1	$2M	Buy	+24,360	New	+$2.06M	0.15%	63
2018 Q2	–	Sell	-18,181	Closed	-$1.49M	–	119
2018 Q1	$1.49M	Sell	18,181 -904	-5%	-$74.2K	0.24%	87
2017 Q4	$1.6M	Buy	19,085 +2,518	+15%	+$212K	0.25%	90
2017 Q3	$1.4M	Buy	16,567 +1,457	+10%	+$124K	0.23%	92
2017 Q2	$1.28M	Sell	15,110 -1,878	-11%	-$159K	0.22%	93
2017 Q1	$1.42M	Sell	16,988 -1,002	-6%	-$83.4K	0.26%	93
2016 Q4	$1.49M	Buy	17,990 +221	+1%	+$18.8K	0.29%	93
2016 Q3	$1.56M	Sell	17,769 -3,281	-16%	-$288K	0.31%	94
2016 Q2	$1.86M	Buy	+21,050	New	+$1.82M	0.37%	87

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Strategic Financial Services's BIV Position: Q2 2022 in Review

Strategic Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 24,360 shares — an estimated $2M sold.

Strategic Financial Services first reported a position in BIV in Q2 2016 and held it in 9 quarters. The position peaked at $2M in Q1 2022. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Strategic Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Strategic Financial Services sold 24,360 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $2M.
Strategic Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 9 quarters.
Strategic Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $2M in Q1 2022.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Strategic Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.