Tocqueville Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tocqueville Asset 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 Q1	–	Sell	-4,858	Closed	-$361K	–	533
2022 Q4	$361K	Buy	4,858 +358	+8%	+$26.5K	0.01%	477
2022 Q3	$331K	Hold	4,500	–	–	0.01%	501
2022 Q2	$349K	Hold	4,500	–	–	0.01%	549
2022 Q1	$369K	Buy	+4,500	New	+$380K	0.01%	570

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tocqueville Asset Management's BIV Position: Q1 2023 in Review

Tocqueville Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 4,858 shares — an estimated $361K sold.

Tocqueville Asset Management first reported a position in BIV in Q1 2022 and held it in 4 quarters. The position peaked at $369K in Q1 2022. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

Tocqueville Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Tocqueville Asset Management sold 4,858 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $361K.
Tocqueville Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 4 quarters.
Tocqueville Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $369K in Q1 2022.
703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Tocqueville Asset Management's 13F filing for Q1 2023, filed 10 May 2023.