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Tandem Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tandem Capital Management’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
-2,265
Closed -$210K – 85
2020
Q4 		$210K Buy
2,265
+100
+5% +$9.31K 0.16% 80
2020
Q3 		$202K Buy
+2,165
New +$203K 0.18% 76

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tandem Capital Management's BIV Position: Q1 2021 in Review

Tandem Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 2,265 shares — an estimated $210K sold.

Tandem Capital Management first reported a position in BIV in Q3 2020 and held it in 2 quarters. The position peaked at $210K in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Tandem Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Tandem Capital Management sold 2,265 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $210K.
  • Tandem Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 2 quarters.
  • Tandem Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $210K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Tandem Capital Management's 13F filing for Q1 2021, filed 12 May 2021.