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Affinia Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Affinia Financial Group’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
2022
Q3 		– Sell
-5,752
Closed -$445K – 29
2022
Q2 		$445K Buy
+5,752
New +$451K 0.37% 16

Other funds holding BIV

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Affinia Financial Group's BIV Position: Q3 2022 in Review

Affinia Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 5,752 shares — an estimated $445K sold.

Affinia Financial Group first reported a position in BIV in Q2 2022 and held it in 1 quarter. The position peaked at $445K in Q2 2022. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • Affinia Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Affinia Financial Group sold 5,752 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $445K.
  • Affinia Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • Affinia Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $445K in Q2 2022.
  • 656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Affinia Financial Group's 13F filing for Q3 2022, filed 10 Nov 2022.