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WMS Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WMS Partners’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
Q3 		– Sell
-4,857
Closed -$437K – 282
2021
Q2 		$437K Buy
4,857
+428
+10% +$38.2K 0.06% 156
2021
Q1 		$393K Sell
4,429
-3,519
-44% -$320K 0.09% 141
2020
Q4 		$738K Hold
7,948
– – 0.13% 89
2020
Q3 		$743K Hold
7,948
– – 0.14% 81
2020
Q2 		$741K Buy
+7,948
New +$727K 0.15% 75

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

WMS Partners's BIV Position: Q3 2021 in Review

WMS Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2021, closing a stake of 4,857 shares — an estimated $437K sold.

WMS Partners first reported a position in BIV in Q2 2020 and held it in 5 quarters. The position peaked at $743K in Q3 2020. 639 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

  • WMS Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WMS Partners sold 4,857 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $437K.
  • WMS Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 5 quarters.
  • WMS Partners's Vanguard Intermediate-Term Bond ETF position peaked at $743K in Q3 2020.
  • 639 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on WMS Partners's 13F filing for Q3 2021, filed 12 Nov 2021.