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1WA
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
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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