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ARS Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		$202K Buy
+2,245
New +$201K 0.04% 134
2021
Q1 		– Sell
-2,245
Closed -$208K – 130
2020
Q4 		$208K Buy
+2,245
New +$209K 0.04% 117

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARS Wealth Advisors's BIV Position: Q2 2021 in Review

ARS Wealth Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021: 2,245 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #134 among its holdings. This is a return to the name: ARS Wealth Advisors previously reported a position in BIV as recently as Q4 2020.

ARS Wealth Advisors first reported a position in BIV in Q4 2020 and has held it in 2 quarters since. The position peaked at $208K in Q4 2020. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • ARS Wealth Advisors held 2,245 shares of Vanguard Intermediate-Term Bond ETF worth $202K as of Q2 2021.
  • Vanguard Intermediate-Term Bond ETF was a new ARS Wealth Advisors position in Q2 2021.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of ARS Wealth Advisors's portfolio in Q2 2021, its #134 holding.
  • ARS Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • ARS Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $208K in Q4 2020.
  • 638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.