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

Weatherly 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
2022 Q4	–	Sell	-2,820	Closed	-$207K	–	173
2022 Q3	$207K	Sell	2,820 -907	-24%	-$70.2K	0.03%	171
2022 Q2	$289K	Hold	3,727	–	–	0.04%	162
2022 Q1	$305K	Hold	3,727	–	–	0.04%	174
2021 Q4	$327K	Hold	3,727	–	–	0.04%	167
2021 Q3	$333K	Hold	3,727	–	–	0.04%	163
2021 Q2	$335K	Hold	3,727	–	–	0.04%	161
2021 Q1	$331K	Hold	3,727	–	–	0.05%	159
2020 Q4	$346K	Hold	3,727	–	–	0.05%	151
2020 Q3	$348K	Hold	3,727	–	–	0.06%	149
2020 Q2	$347K	Hold	3,727	–	–	0.06%	147
2020 Q1	$333K	Hold	3,727	–	–	0.07%	141
2019 Q4	$325K	Hold	3,727	–	–	0.06%	153
2019 Q3	$328K	Hold	3,727	–	–	0.07%	149
2019 Q2	$322K	Buy	+3,727	New	+$315K	0.06%	153

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

Weatherly Asset Management's BIV Position: Q4 2022 in Review

Weatherly Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 2,820 shares — an estimated $207K sold.

Weatherly Asset Management first reported a position in BIV in Q2 2019 and held it in 14 quarters. The position peaked at $348K in Q3 2020. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Weatherly Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Weatherly Asset Management sold 2,820 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $207K.
Weatherly Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 14 quarters.
Weatherly Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $348K in Q3 2020.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Weatherly Asset Management's 13F filing for Q4 2022, filed 11 Jan 2023.