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

Whittier Trust’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
2023 Q4	–	Sell	-160	Closed	-$11.6K	–	1529
2023 Q3	$11.6K	Hold	160	–	–	﹤0.01%	1231
2023 Q2	$12K	Hold	160	–	–	﹤0.01%	1236
2023 Q1	$12.3K	Hold	160	–	–	﹤0.01%	1264
2022 Q4	$11.9K	Sell	160 -3,000	-95%	-$222K	﹤0.01%	1263
2022 Q3	$232K	Buy	3,160 +3,000	+1,875%	+$232K	﹤0.01%	593
2022 Q2	$12K	Sell	160 -54	-25%	-$4.23K	﹤0.01%	1280
2022 Q1	$18K	Buy	214 +54	+34%	+$4.56K	﹤0.01%	1221
2021 Q4	$14K	Hold	160	–	–	﹤0.01%	1253
2021 Q3	$14K	Hold	160	–	–	﹤0.01%	1194
2021 Q2	$14K	Hold	160	–	–	﹤0.01%	1212
2021 Q1	$14K	Hold	160	–	–	﹤0.01%	1189
2020 Q4	$15K	Hold	160	–	–	﹤0.01%	1097
2020 Q3	$15K	Hold	160	–	–	﹤0.01%	1062
2020 Q2	$15K	Hold	160	–	–	﹤0.01%	1006
2020 Q1	$14K	Hold	160	–	–	﹤0.01%	1048
2019 Q4	$14K	Hold	160	–	–	﹤0.01%	1078
2019 Q3	$14K	Hold	160	–	–	﹤0.01%	1075
2019 Q2	$14K	Hold	160	–	–	﹤0.01%	1015
2019 Q1	$13K	Hold	160	–	–	﹤0.01%	1021
2018 Q4	$13K	Hold	160	–	–	﹤0.01%	1042
2018 Q3	$13K	Hold	160	–	–	﹤0.01%	1014
2018 Q2	$13K	Hold	160	–	–	﹤0.01%	989
2018 Q1	$13K	Hold	160	–	–	﹤0.01%	1003
2017 Q4	$13K	Hold	160	–	–	﹤0.01%	989
2017 Q3	$14K	Hold	160	–	–	﹤0.01%	965
2017 Q2	$14K	Hold	160	–	–	﹤0.01%	936
2017 Q1	$13K	Buy	+160	New	+$13.3K	﹤0.01%	956

Other funds holding BIV

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Whittier Trust's BIV Position: Q4 2023 in Review

Whittier Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 160 shares — an estimated $11.6K sold.

Whittier Trust first reported a position in BIV in Q1 2017 and held it in 27 quarters. The position peaked at $232K in Q3 2022. 824 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Whittier Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 160 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $11.6K.
Whittier Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 27 quarters.
Whittier Trust's Vanguard Intermediate-Term Bond ETF position peaked at $232K in Q3 2022.
824 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.