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

Arista 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
2023
Q4 		– Sell
-24,655
Closed -$1.78M – 55
2023
Q3 		$1.78M Buy
24,655
+7
+0% +$518 0.7% 16
2023
Q2 		$1.85M Buy
24,648
+8
+0% +$609 0.77% 15
2023
Q1 		$1.89M Sell
24,640
-24,304
-50% -$1.84M 1.03% 19
2022
Q4 		$3.64M Buy
+48,944
New +$3.63M 2.3% 9

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Arista Wealth Management's BIV Position: Q4 2023 in Review

Arista Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 24,655 shares — an estimated $1.78M sold.

Arista Wealth Management first reported a position in BIV in Q4 2022 and held it in 4 quarters. The position peaked at $3.64M in Q4 2022. 824 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Arista Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Arista Wealth Management sold 24,655 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $1.78M.
  • Arista Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 4 quarters.
  • Arista Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.64M in Q4 2022.
  • 824 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Arista Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.