Washington Trust Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Washington Trust 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
2024 Q4	–	Sell	-400	Closed	-$31.3K	–	651
2024 Q3	$31.3K	Hold	400	–	–	﹤0.01%	374
2024 Q2	$30K	Hold	400	–	–	﹤0.01%	368
2024 Q1	$30.2K	Hold	400	–	–	﹤0.01%	366
2023 Q4	$30.6K	Hold	400	–	–	﹤0.01%	361
2023 Q3	$28.9K	Hold	400	–	–	﹤0.01%	361
2023 Q2	$30.1K	Hold	400	–	–	﹤0.01%	348
2023 Q1	$30.7K	Hold	400	–	–	﹤0.01%	365
2022 Q4	$29.7K	Hold	400	–	–	﹤0.01%	371
2022 Q3	$29K	Hold	400	–	–	﹤0.01%	460
2022 Q2	$31K	Hold	400	–	–	﹤0.01%	467
2022 Q1	$33K	Hold	400	–	–	﹤0.01%	504
2021 Q4	$35K	Buy	+400	New	+$35.5K	﹤0.01%	535

Other funds holding BIV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Washington Trust Advisors's BIV Position: Q4 2024 in Review

Washington Trust Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 400 shares — an estimated $31.3K sold.

Washington Trust Advisors first reported a position in BIV in Q4 2021 and held it in 12 quarters. The position peaked at $35K in Q4 2021. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Washington Trust Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Washington Trust Advisors sold 400 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $31.3K.
Washington Trust Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 12 quarters.
Washington Trust Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $35K in Q4 2021.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.