22CM
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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
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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return