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SWM Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SWM Advisors’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 		$5.73M Buy
77,995
+2,102
+3% +$163K 5.4% 7
2022
Q2 		$5.89M Sell
75,893
-2,159
-3% -$169K 5.37% 7
2022
Q1 		$6.39M Sell
78,052
-53,875
-41% -$4.55M 5.02% 7
2021
Q4 		$11.2M Buy
+131,927
New +$11.7M 9.77% 4

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SWM Advisors's BIV Position: Q3 2022 in Review

SWM Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.8% in Q3 2022, buying an estimated $163K and bringing the position to 77,995 shares worth $5.73M. The position accounts for 5.4% of the portfolio, ranked #7.

SWM Advisors first reported a position in BIV in Q4 2021 and has held it in 4 quarters since. The position peaked at $11.2M in Q4 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • SWM Advisors held 77,995 shares of Vanguard Intermediate-Term Bond ETF worth $5.73M as of Q3 2022.
  • SWM Advisors bought 2,102 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $163K.
  • Vanguard Intermediate-Term Bond ETF made up 5.4% of SWM Advisors's portfolio in Q3 2022, its #7 holding.
  • SWM Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • SWM Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $11.2M in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.