20/20 Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

20/20 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
2021 Q2	$458K	Sell	5,092 -829	-14%	-$74K	0.12%	108
2021 Q1	$525K	Sell	5,921 -2,595	-30%	-$236K	0.15%	95
2020 Q4	$783K	Sell	8,516 -1,812	-18%	-$169K	0.23%	82
2020 Q3	$965K	Sell	10,328 -733	-7%	-$68.6K	0.36%	60
2020 Q2	$1.04M	Buy	11,061 +3,581	+48%	+$328K	0.4%	55
2020 Q1	$681K	Sell	7,480 -1,115	-13%	-$98.9K	0.31%	64
2019 Q4	$762K	Buy	+8,595	New	+$753K	0.31%	63

Other funds holding BIV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

20/20 Capital Management's BIV Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2021, selling an estimated $74K and leaving 5,092 shares worth $458K. The position accounts for 0.12% of the portfolio, ranked #108.

20/20 Capital Management first reported a position in BIV in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2020. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

20/20 Capital Management held 5,092 shares of Vanguard Intermediate-Term Bond ETF worth $458K as of Q2 2021.
20/20 Capital Management sold 829 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $74K.
Vanguard Intermediate-Term Bond ETF made up 0.12% of 20/20 Capital Management's portfolio in Q2 2021, its #108 holding.
20/20 Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.04M in Q2 2020.
638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.