9258 Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

9258 Wealth 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
2024 Q3	$425K	Sell	5,426 -636	-10%	-$49K	0.06%	225
2024 Q2	$454K	Buy	6,062 +737	+14%	+$54.8K	0.07%	201
2024 Q1	$402K	Hold	5,325	–	–	0.06%	227
2023 Q4	$407K	Sell	5,325 -60	-1%	-$4.39K	0.07%	210
2023 Q3	$389K	Hold	5,385	–	–	0.08%	210
2023 Q2	$405K	Sell	5,385 -489	-8%	-$37.2K	0.08%	212
2023 Q1	$451K	Sell	5,874 -128	-2%	-$9.69K	0.09%	193
2022 Q4	$446K	Sell	6,002 -6	-0.1%	-$445	0.1%	188
2022 Q3	$441K	Sell	6,008 -1,578	-21%	-$122K	0.11%	178
2022 Q2	$589K	Sell	7,586 -1,763	-19%	-$138K	0.15%	156
2022 Q1	$766K	Sell	9,349 -921	-9%	-$77.8K	0.18%	141
2021 Q4	$900K	Buy	10,270 +2,447	+31%	+$217K	0.21%	121
2021 Q3	$700K	Buy	7,823 +2,459	+46%	+$223K	0.19%	136
2021 Q2	$483K	Buy	+5,364	New	+$479K	0.13%	172

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

9258 Wealth Management's BIV Position: Q3 2024 in Review

9258 Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q3 2024, selling an estimated $49K and leaving 5,426 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #225.

9258 Wealth Management first reported a position in BIV in Q2 2021 and has held it in 14 quarters since. The position peaked at $900K in Q4 2021. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

9258 Wealth Management held 5,426 shares of Vanguard Intermediate-Term Bond ETF worth $425K as of Q3 2024.
9258 Wealth Management sold 636 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $49K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #225 holding.
9258 Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 14 quarters since.
9258 Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $900K in Q4 2021.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.