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

Washburn 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 Q2	–	Sell	-38,122	Closed	-$3.38M	–	53
2021 Q1	$3.38M	Sell	38,122 -13,525	-26%	-$1.23M	2.3%	10
2020 Q4	$4.79M	Buy	51,647 +7,727	+18%	+$720K	3.33%	7
2020 Q3	$4.11M	Buy	43,920 +16,126	+58%	+$1.51M	3.24%	8
2020 Q2	$2.59M	Buy	27,794 +3,120	+13%	+$286K	2.38%	10
2020 Q1	$2.2M	Buy	24,674 +1,466	+6%	+$130K	3.02%	9
2019 Q4	$2.02M	Buy	+23,208	New	+$2.03M	1.84%	9

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Washburn Capital Management's BIV Position: Q2 2021 in Review

Washburn Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 38,122 shares — an estimated $3.38M sold.

Washburn Capital Management first reported a position in BIV in Q4 2019 and held it in 6 quarters. The position peaked at $4.79M in Q4 2020. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Washburn Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Washburn Capital Management sold 38,122 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $3.38M.
Washburn Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 6 quarters.
Washburn Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.79M in Q4 2020.
637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Washburn Capital Management's 13F filing for Q2 2021, filed 2 Aug 2021.