Ziegler Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ziegler Capital Management’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
2024 Q1	$24.5K	Sell	3,250 -763	-19%	-$57.5K	﹤0.01%	399
2023 Q4	$307K	Hold	4,013	–	–	0.01%	379
2023 Q3	$290K	Hold	4,013	–	–	0.01%	375
2023 Q2	$302K	Hold	4,013	–	–	0.01%	379
2023 Q1	$308K	Buy	4,013 +200	+5%	+$15.1K	0.01%	375
2022 Q4	$283K	Hold	3,813	–	–	0.01%	371
2022 Q3	$280K	Hold	3,813	–	–	0.01%	364
2022 Q2	$296K	Buy	3,813 +763	+25%	+$59.8K	0.01%	364
2022 Q1	$250K	Buy	+3,050	New	+$258K	0.01%	361

Other funds holding BIV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Ziegler Capital Management's BIV Position: Q1 2024 in Review

Ziegler Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q1 2024, selling an estimated $57.5K and leaving 3,250 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Ziegler Capital Management first reported a position in BIV in Q1 2022 and has held it in 9 quarters since. The position peaked at $308K in Q1 2023. 819 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Ziegler Capital Management held 3,250 shares of Vanguard Intermediate-Term Bond ETF worth $24.5K as of Q1 2024.
Ziegler Capital Management sold 763 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $57.5K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Ziegler Capital Management's portfolio in Q1 2024, its #399 holding.
Ziegler Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 9 quarters since.
Ziegler Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $308K in Q1 2023.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.