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Asset Planning Corporation’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Asset Planning Corporation’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
Q1 		– Sell
-618
Closed -$57K – 37
2020
Q4 		$57K Buy
+618
New +$57.6K 0.06% 48

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Morgan Stanley
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Northwestern Mutual Wealth Management
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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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Asset Planning Corporation's BIV Position: Q1 2021 in Review

Asset Planning Corporation sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 618 shares — an estimated $57K sold.

Asset Planning Corporation first reported a position in BIV in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Asset Planning Corporation reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 618 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $57K.
  • Asset Planning Corporation first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Vanguard Intermediate-Term Bond ETF position peaked at $57K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.