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SVB Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SVB Wealth’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
2024
Q2 		– Sell
-3,413
Closed -$257K – 759
2024
Q1 		$257K Sell
3,413
-767
-18% -$57.8K 0.01% 681
2023
Q4 		$319K Sell
4,180
-125
-3% -$9.15K 0.01% 605
2023
Q3 		$311K Sell
4,305
-3,249
-43% -$240K 0.01% 597
2023
Q2 		$568K Sell
7,554
-13,025
-63% -$992K 0.01% 452
2023
Q1 		$1.58M Sell
20,579
-27
-0.1% -$2.04K 0.02% 309
2022
Q4 		$1.53M Sell
20,606
-11,437
-36% -$847K 0.02% 314
2022
Q3 		$2.35M Sell
32,043
-9,898
-24% -$766K 0.03% 237
2022
Q2 		$3.26M Buy
41,941
+3,027
+8% +$237K 0.05% 179
2022
Q1 		$3.19M Sell
38,914
-2,932
-7% -$248K 0.04% 179
2021
Q4 		$3.67M Buy
41,846
+282
+0.7% +$25K 0.06% 166
2021
Q3 		$3.72M Sell
41,564
-1,755
-4% -$159K 0.05% 191
2021
Q2 		$3.9M Buy
43,319
+305
+0.7% +$27.2K 0.05% 187
2021
Q1 		$3.82M Sell
43,014
-6,142
-12% -$558K 0.05% 181
2020
Q4 		$4.56M Sell
49,156
-3,800
-7% -$354K 0.07% 164
2020
Q3 		$4.95M Sell
52,956
-18,457
-26% -$1.73M 0.08% 148
2020
Q2 		$6.65M Buy
71,413
+34,221
+92% +$3.13M 0.12% 115
2020
Q1 		$3.32M Sell
37,192
-42,203
-53% -$3.74M 0.08% 143
2019
Q4 		$6.92M Buy
79,395
+5,081
+7% +$445K 0.13% 117
2019
Q3 		$6.54M Buy
74,314
+58,216
+362% +$5.09M 0.13% 115
2019
Q2 		$1.39M Buy
+16,098
New +$1.36M 0.05% 239

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SVB Wealth's BIV Position: Q2 2024 in Review

SVB Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 3,413 shares — an estimated $257K sold.

SVB Wealth first reported a position in BIV in Q2 2019 and held it in 20 quarters. The position peaked at $6.92M in Q4 2019. 829 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • SVB Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 3,413 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $257K.
  • SVB Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 20 quarters.
  • SVB Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $6.92M in Q4 2019.
  • 829 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.