WOC
BIV icon

West Oak Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

West Oak Capital’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
-8
Closed -$1K – 363
2021
Q1 		$1K Hold
8
– – ﹤0.01% 317
2020
Q4 		$1K Buy
+8
New +$745 ﹤0.01% 294
2016
Q4 		– Sell
-91
Closed -$7.98K – 345
2016
Q3 		$7.98K Buy
+91
New +$7.98K 0.01% 301

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Oak Capital's BIV Position: Q2 2021 in Review

West Oak Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

West Oak Capital first reported a position in BIV in Q3 2016 and held it in 3 quarters. The position peaked at $7.98K in Q3 2016. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • West Oak Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • West Oak Capital sold 8 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $1K.
  • West Oak Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 3 quarters.
  • West Oak Capital's Vanguard Intermediate-Term Bond ETF position peaked at $7.98K in Q3 2016.
  • 637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on West Oak Capital's 13F filing for Q2 2021, filed 20 Jul 2021.