3D/L Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

3D/L 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
2023 Q3	–	Sell	-3,762	Closed	-$283K	–	83
2023 Q2	$283K	Sell	3,762 -2,368	-39%	-$180K	0.08%	78
2023 Q1	$470K	Sell	6,130 -1,916	-24%	-$145K	0.12%	63
2022 Q4	$598K	Buy	8,046 +121	+2%	+$8.97K	0.16%	53
2022 Q3	$582K	Sell	7,925 -19	-0.2%	-$1.47K	0.17%	46
2022 Q2	$617K	Buy	7,944 +351	+5%	+$27.5K	0.17%	47
2022 Q1	$622K	Buy	7,593 +1,745	+30%	+$147K	0.15%	58
2021 Q4	$512K	Sell	5,848 -32	-0.5%	-$2.84K	0.12%	73
2021 Q3	$526K	Buy	5,880 +384	+7%	+$34.8K	0.13%	64
2021 Q2	$494K	Buy	5,496 +868	+19%	+$77.5K	0.12%	70
2021 Q1	$411K	Buy	+4,628	New	+$420K	0.1%	72

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

3D/L Capital Management's BIV Position: Q3 2023 in Review

3D/L Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 3,762 shares — an estimated $283K sold.

3D/L Capital Management first reported a position in BIV in Q1 2021 and held it in 10 quarters. The position peaked at $622K in Q1 2022. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

3D/L Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
3D/L Capital Management sold 3,762 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $283K.
3D/L Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and held it in 10 quarters.
3D/L Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $622K in Q1 2022.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on 3D/L Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.