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Syverson Strege & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Syverson Strege & Co’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
2023
Q1 		– Sell
-419
Closed -$31.1K – 667
2022
Q4 		$31.1K Sell
419
-388
-48% -$28.8K 0.01% 149
2022
Q3 		$59K Sell
807
-58,024
-99% -$4.49M 0.03% 113
2022
Q2 		$4.57M Buy
+58,831
New +$4.61M 1.68% 12

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Syverson Strege & Co's BIV Position: Q1 2023 in Review

Syverson Strege & Co sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 419 shares — an estimated $31.1K sold.

Syverson Strege & Co first reported a position in BIV in Q2 2022 and held it in 3 quarters. The position peaked at $4.57M in Q2 2022. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

  • Syverson Strege & Co reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 419 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $31.1K.
  • Syverson Strege & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 3 quarters.
  • Syverson Strege & Co's Vanguard Intermediate-Term Bond ETF position peaked at $4.57M in Q2 2022.
  • 703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.