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Wind River Trust Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wind River Trust Company’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
2018
Q3 		– Sell
-9,941
Closed -$805K – 8
2018
Q2 		$805K Hold
9,941
– – 0.41% 8
2018
Q1 		$813K Hold
9,941
– – 0.42% 8
2017
Q4 		$833K Hold
9,941
– – 0.41% 8
2017
Q3 		$842K Hold
9,941
– – 0.43% 8
2017
Q2 		$840K Hold
9,941
– – 0.49% 8
2017
Q1 		$831K Sell
9,941
-720
-7% -$59.9K 0.5% 8
2016
Q4 		$886K Sell
10,661
-515
-5% -$43.7K 0.53% 8
2016
Q3 		$935K Buy
11,176
+470
+4% +$41.2K 0.54% 8
2016
Q2 		$939K Buy
10,706
+10
+0.1% +$865 0.56% 8
2016
Q1 		$920K Buy
10,696
+181
+2% +$15.3K 0.56% 8
2015
Q4 		$897K Sell
10,515
-57,201
-84% -$4.82M 0.62% 7
2015
Q3 		$5.7M Buy
67,716
+10,729
+19% +$903K 4.14% 7
2015
Q2 		$4.79M Sell
56,987
-834
-1% -$70.9K 2.33% 7
2015
Q1 		$4.93M Buy
57,821
+671
+1% +$57.6K 2.29% 7
2014
Q4 		$4.84M Hold
57,150
– – 2.68% 7
2014
Q3 		$4.82M Buy
57,150
+715
+1% +$60.4K 2.41% 8
2014
Q2 		$4.78M Hold
56,435
– – 2.59% 7
2014
Q1 		$4.7M Sell
56,435
-5,826
-9% -$485K 2.66% 7
2013
Q4 		$5.09M Buy
62,261
+13,829
+29% +$1.15M 2.23% 7
2013
Q3 		$4.04M Buy
48,432
+5,383
+13% +$446K 1.47% 8
2013
Q2 		$3.59M Buy
+43,049
New +$3.74M 1.92% 7

Other funds holding BIV

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Wind River Trust Company's BIV Position: Q3 2018 in Review

Wind River Trust Company sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2018, closing a stake of 9,941 shares — an estimated $805K sold.

Wind River Trust Company first reported a position in BIV in Q2 2013 and held it in 21 quarters. The position peaked at $5.7M in Q3 2015. 379 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

  • Wind River Trust Company reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Wind River Trust Company sold 9,941 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $805K.
  • Wind River Trust Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 21 quarters.
  • Wind River Trust Company's Vanguard Intermediate-Term Bond ETF position peaked at $5.7M in Q3 2015.
  • 379 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Wind River Trust Company's 13F filing for Q3 2018, filed 28 Jun 2021.