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

Atlas Private 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 Q4	–	Sell	-60	Closed	-$5K	–	212
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	556
2021 Q2	$5K	Hold	60	–	–	﹤0.01%	566
2021 Q1	$5K	Hold	60	–	–	﹤0.01%	599
2020 Q4	$6K	Hold	60	–	–	﹤0.01%	486
2020 Q3	$6K	Hold	60	–	–	0.01%	449
2020 Q2	$6K	Buy	+60	New	+$5.49K	0.01%	472

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlas Private Wealth Advisors's BIV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 60 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in BIV in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q4 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 60 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $5K.
Atlas Private Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6K in Q4 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.