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TD Ameritrade Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-165,405
Closed -$12.4M – 47
2023
Q2 		$12.4M Sell
165,405
-4,328
-3% -$330K 0.13% 60
2023
Q1 		$13M Sell
169,733
-5,772
-3% -$437K 0.13% 63
2022
Q4 		$13M Sell
175,505
-6,738
-4% -$499K 0.13% 63
2022
Q3 		$13.4M Buy
182,243
+24,532
+16% +$1.9M 0.13% 64
2022
Q2 		$12.2M Sell
157,711
-102,940
-39% -$8.07M 0.11% 69
2022
Q1 		$21.3M Sell
260,651
-45,314
-15% -$3.83M 0.16% 63
2021
Q4 		$26.8M Buy
305,965
+76,644
+33% +$6.8M 0.19% 58
2021
Q3 		$21.4M Sell
229,321
-22,741
-9% -$2.06M 0.18% 56
2021
Q2 		$22.7M Buy
252,062
+27,204
+12% +$2.43M 0.16% 60
2021
Q1 		$20.9M Hold
224,858
– – 0.16% 58
2020
Q4 		$20.9M Sell
224,858
-4,463
-2% -$416K 0.16% 58
2020
Q3 		$21.4M Sell
229,321
-16,130
-7% -$1.51M 0.18% 56
2020
Q2 		$22.9M Sell
245,451
-102,784
-30% -$9.41M 0.19% 57
2020
Q1 		$31.1M Sell
348,235
-929,760
-73% -$82.5M 0.29% 46
2019
Q4 		$111M Sell
1,277,995
-4,636
-0.4% -$406K 0.85% 27
2019
Q3 		$113M Sell
1,282,631
-55,368
-4% -$4.84M 0.9% 26
2019
Q2 		$116M Buy
1,337,999
+24,394
+2% +$2.06M 0.94% 26
2019
Q1 		$110M Sell
1,313,605
-24,390
-2% -$2.01M 0.93% 26
2018
Q4 		$109M Buy
1,337,995
+1,242,200
+1,297% +$99.5M 1% 25
2018
Q3 		$7.71M Buy
95,795
+9,383
+11% +$759K 0.06% 63
2018
Q2 		$7M Buy
86,412
+62,964
+269% +$5.09M 0.06% 58
2018
Q1 		$1.92M Buy
23,448
+4,104
+21% +$337K 0.02% 62
2017
Q4 		$1.62M Buy
19,344
+252
+1% +$21.2K 0.02% 56
2017
Q3 		$1.62M Buy
19,092
+21
+0.1% +$1.78K 0.02% 55
2017
Q2 		$1.61M Sell
19,071
-120,721
-86% -$10.2M 0.02% 52
2017
Q1 		$11.7M Buy
139,792
+8,063
+6% +$671K 0.17% 39
2016
Q4 		$10.9M Sell
131,729
-905
-0.7% -$76.8K 0.18% 40
2016
Q3 		$11.6M Buy
132,634
+2,406
+2% +$211K 0.2% 40
2016
Q2 		$11.5M Sell
130,228
-19,986
-13% -$1.73M 0.21% 34
2016
Q1 		$13M Sell
150,214
-2,021
-1% -$171K 0.26% 36
2015
Q4 		$12.6M Sell
152,235
-2,824
-2% -$238K 0.26% 35
2015
Q3 		$13.2M Buy
155,059
+980
+0.6% +$82.5K 0.28% 34
2015
Q2 		$12.9M Sell
154,079
-8,226
-5% -$699K 0.26% 36
2015
Q1 		$14M Sell
162,305
-3,406
-2% -$292K 0.3% 37
2014
Q4 		$14M Sell
165,711
-1,149
-0.7% -$97.7K 0.32% 36
2014
Q3 		$14.1M Sell
166,860
-2,247
-1% -$190K 0.34% 36
2014
Q2 		$14.3M Buy
169,107
+9,569
+6% +$805K 0.36% 36
2014
Q1 		$13.3M Sell
159,538
-7,627
-5% -$634K 0.37% 34
2013
Q4 		$13.7M Buy
167,165
+2,336
+1% +$195K 0.42% 32
2013
Q3 		$13.8M Sell
164,829
-3,988
-2% -$331K 0.47% 31
2013
Q2 		$14.1M Buy
+168,817
New +$14.7M 0.53% 27

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TD Ameritrade Investment Management's BIV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 165,405 shares — an estimated $12.4M sold.

TD Ameritrade Investment Management first reported a position in BIV in Q2 2013 and held it in 41 quarters. The position peaked at $116M in Q2 2019. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 165,405 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $12.4M.
  • TD Ameritrade Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $116M in Q2 2019.
  • 722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.