Strategic Wealth Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Strategic Wealth Investment 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
2021 Q1	–	Sell	-2,250	Closed	-$209K	–	80
2020 Q4	$209K	Buy	2,250 +28	+1%	+$2.61K	0.12%	73
2020 Q3	$208K	Buy	2,222 +4	+0.2%	+$375	0.16%	78
2020 Q2	$207K	Sell	2,218 -284	-11%	-$26K	0.2%	70
2020 Q1	$224K	Sell	2,502 -134,035	-98%	-$11.9M	0.37%	39
2019 Q4	$11.9M	Buy	+136,537	New	+$12M	12.35%	2

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

Strategic Wealth Investment Group's BIV Position: Q1 2021 in Review

Strategic Wealth Investment Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 2,250 shares — an estimated $209K sold.

Strategic Wealth Investment Group first reported a position in BIV in Q4 2019 and held it in 5 quarters. The position peaked at $11.9M in Q4 2019. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

Strategic Wealth Investment Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Strategic Wealth Investment Group sold 2,250 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $209K.
Strategic Wealth Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 5 quarters.
Strategic Wealth Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $11.9M in Q4 2019.
626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2021, filed 22 Apr 2021.