180 Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

180 Wealth Advisors’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 Q2	–	Sell	-2,606	Closed	-$200K	–	370
2023 Q1	$200K	Buy	+2,606	New	+$197K	0.05%	333
2022 Q2	–	Sell	-2,607	Closed	-$205K	–	374
2022 Q1	$205K	Sell	2,607 -75	-3%	-$6.33K	0.04%	346
2021 Q4	$231K	Sell	2,682 -193	-7%	-$17.1K	0.05%	324
2021 Q3	$256K	Sell	2,875 -571	-17%	-$51.7K	0.06%	303
2021 Q2	$311K	Sell	3,446 -205	-6%	-$18.3K	0.07%	267
2021 Q1	$326K	Sell	3,651 -550	-13%	-$49.9K	0.08%	232
2020 Q4	$387K	Buy	4,201 +161	+4%	+$15K	0.11%	189
2020 Q3	$376K	Sell	4,040 -114	-3%	-$10.7K	0.14%	151
2020 Q2	$389K	Sell	4,154 -75	-2%	-$6.87K	0.15%	140
2020 Q1	$377K	Sell	4,229 -628	-13%	-$55.7K	0.2%	130
2019 Q4	$427K	Buy	4,857 +156	+3%	+$13.7K	0.17%	145
2019 Q3	$412K	Sell	4,701 -1,354	-22%	-$118K	0.18%	153
2019 Q2	$526K	Buy	6,055 +574	+10%	+$48.5K	0.24%	121
2019 Q1	$460K	Sell	5,481 -5,697	-51%	-$469K	0.21%	131
2018 Q4	$900K	Hold	11,178	–	–	0.42%	66
2018 Q3	$900K	Buy	11,178 +297	+3%	+$24K	0.42%	68
2018 Q2	$881K	Sell	10,881 -683	-6%	-$55.2K	0.44%	67
2018 Q1	$945K	Buy	11,564 +1,252	+12%	+$103K	0.49%	63
2017 Q4	$864K	Buy	+10,312	New	+$869K	0.44%	71

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

180 Wealth Advisors's BIV Position: Q2 2023 in Review

180 Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 2,606 shares — an estimated $200K sold.

180 Wealth Advisors first reported a position in BIV in Q4 2017 and held it in 19 quarters. The position peaked at $945K in Q1 2018. 725 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

180 Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
180 Wealth Advisors sold 2,606 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $200K.
180 Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 19 quarters.
180 Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $945K in Q1 2018.
725 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.