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

Vickerman Investment 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	–	Sell	-17,025	Closed	-$1.32M	–	68
2022 Q2	$1.32M	Sell	17,025 -54,160	-76%	-$4.25M	0.63%	47
2022 Q1	$5.52M	Sell	71,185 -17,823	-20%	-$1.5M	2.45%	12
2021 Q4	$7.8M	Sell	89,008 -45,956	-34%	-$4.08M	3.15%	9
2021 Q3	$12.1M	Buy	+134,964	New	+$12.2M	4.83%	4

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vickerman Investment Advisors's BIV Position: Q3 2022 in Review

Vickerman Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 17,025 shares — an estimated $1.32M sold.

Vickerman Investment Advisors first reported a position in BIV in Q3 2021 and held it in 4 quarters. The position peaked at $12.1M in Q3 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Vickerman Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Vickerman Investment Advisors sold 17,025 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $1.32M.
Vickerman Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and held it in 4 quarters.
Vickerman Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $12.1M in Q3 2021.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Vickerman Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.