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AJ Wealth Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

AJ Wealth Strategies’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
Q2 		$208K Buy
2,762
+1
+0% +$76 0.01% 279
2023
Q1 		$212K Buy
+2,761
New +$209K 0.01% 267
2022
Q4 		– Sell
-7,912
Closed -$581K – 301
2022
Q3 		$581K Buy
7,912
+1
+0% +$77 0.03% 171
2022
Q2 		$614K Buy
7,911
+1,970
+33% +$154K 0.03% 171
2022
Q1 		$487K Buy
+5,941
New +$502K 0.02% 202
2021
Q4 		– Sell
-185,739
Closed -$16.6M – 312
2021
Q3 		$16.6M Sell
185,739
-63,481
-25% -$5.75M 0.9% 16
2021
Q2 		$22.4M Buy
249,220
+91,026
+58% +$8.13M 1.34% 13
2021
Q1 		$14M Sell
158,194
-11,147
-7% -$1.01M 1% 16
2020
Q4 		$15.7M Buy
169,341
+29,354
+21% +$2.73M 1.37% 13
2020
Q3 		$13.1M Buy
139,987
+67,989
+94% +$6.37M 1.33% 13
2020
Q2 		$6.71M Buy
71,998
+10,526
+17% +$963K 0.74% 20
2020
Q1 		$5.49M Sell
61,472
-27,985
-31% -$2.48M 0.74% 16
2019
Q4 		$7.8M Buy
89,457
+229
+0.3% +$20.1K 0.91% 20
2019
Q3 		$7.85M Buy
89,228
+44,343
+99% +$3.87M 1.04% 19
2019
Q2 		$3.88M Sell
44,885
-2,454
-5% -$207K 0.57% 23
2019
Q1 		$3.97M Buy
47,339
+6
+0% +$494 0.66% 22
2018
Q4 		$3.85M Sell
47,333
-7,882
-14% -$631K 0.74% 23
2018
Q3 		$4.44M Sell
55,215
-375
-0.7% -$30.3K 0.82% 18
2018
Q2 		$4.5M Sell
55,590
-15,723
-22% -$1.27M 0.93% 18
2018
Q1 		$5.83M Sell
71,313
-338,410
-83% -$27.8M 1.39% 14
2017
Q4 		$34.3M Buy
409,723
+67,982
+20% +$5.73M 8.57% 3
2017
Q3 		$28.9M Buy
341,741
+61,753
+22% +$5.24M 9.4% 3
2017
Q2 		$23.7M Buy
279,988
+152,247
+119% +$12.9M 8.98% 3
2017
Q1 		$10.7M Buy
127,741
+2,690
+2% +$224K 4.65% 7
2016
Q4 		$10.4M Buy
+125,051
New +$10.6M 5.36% 6

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AJ Wealth Strategies's BIV Position: Q2 2023 in Review

AJ Wealth Strategies increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.04% in Q2 2023, buying an estimated $76 and bringing the position to 2,762 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #279.

AJ Wealth Strategies first reported a position in BIV in Q4 2016 and has held it in 25 quarters since. The position peaked at $34.3M in Q4 2017. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

  • AJ Wealth Strategies held 2,762 shares of Vanguard Intermediate-Term Bond ETF worth $208K as of Q2 2023.
  • AJ Wealth Strategies bought 1 Vanguard Intermediate-Term Bond ETF share in Q2 2023, an estimated $76.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #279 holding.
  • AJ Wealth Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • AJ Wealth Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $34.3M in Q4 2017.
  • 724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.