Webster Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Webster Bank’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	-254	Closed	-$23K	–	525
2021 Q1	$23K	Sell	254 -420	-62%	-$38.1K	﹤0.01%	398
2020 Q4	$63K	Hold	674	–	–	0.01%	300
2020 Q3	$63K	Hold	674	–	–	0.01%	279
2020 Q2	$63K	Hold	674	–	–	0.01%	268
2020 Q1	$61K	Buy	674 +254	+60%	+$22.5K	0.01%	259
2019 Q4	$37K	Hold	420	–	–	﹤0.01%	343
2019 Q3	$37K	Hold	420	–	–	0.01%	337
2019 Q2	$36K	Sell	420 -288	-41%	-$24.3K	0.01%	336
2019 Q1	$59K	Sell	708 -300	-30%	-$24.7K	0.01%	287
2018 Q4	$82K	Sell	1,008 -27	-3%	-$2.16K	0.01%	243
2018 Q3	$83K	Hold	1,035	–	–	0.01%	277
2018 Q2	$84K	Sell	1,035 -242	-19%	-$19.5K	0.01%	276
2018 Q1	$105K	Sell	1,277 -461	-27%	-$37.8K	0.02%	259
2017 Q4	$145K	Buy	1,738 +90	+5%	+$7.58K	0.02%	240
2017 Q3	$140K	Hold	1,648	–	–	0.02%	238
2017 Q2	$139K	Hold	1,648	–	–	0.02%	237
2017 Q1	$138K	Buy	1,648 +928	+129%	+$77.3K	0.02%	250
2016 Q4	$60K	Buy	+720	New	+$61.1K	0.01%	337

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Webster Bank's BIV Position: Q2 2021 in Review

Webster Bank sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 254 shares — an estimated $23K sold.

Webster Bank first reported a position in BIV in Q4 2016 and held it in 18 quarters. The position peaked at $145K in Q4 2017. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Webster Bank reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Webster Bank sold 254 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $23K.
Webster Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 18 quarters.
Webster Bank's Vanguard Intermediate-Term Bond ETF position peaked at $145K in Q4 2017.
638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Webster Bank's 13F filing for Q2 2021, filed 20 Jul 2021.