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

Baystate 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	$24.6K	Sell	321 -5	-2%	-$366	﹤0.01%	516
2023 Q3	$23.6K	Sell	326 -50	-13%	-$3.7K	﹤0.01%	454
2023 Q2	$28.4K	Buy	376 +193	+105%	+$14.7K	﹤0.01%	409
2023 Q1	$14K	Buy	183 +92	+101%	+$6.97K	﹤0.01%	504
2022 Q4	$7K	Sell	91 -440	-83%	-$32.6K	﹤0.01%	636
2022 Q3	$39K	Buy	531 +441	+490%	+$34.1K	﹤0.01%	333
2022 Q2	$7K	Buy	90 +1	+1%	+$78	﹤0.01%	616
2022 Q1	$7K	Buy	89 +20	+29%	+$1.69K	﹤0.01%	619
2021 Q4	$6K	Buy	69 +4	+6%	+$355	﹤0.01%	622
2021 Q3	$6K	Hold	65	–	–	﹤0.01%	574
2021 Q2	$6K	Buy	+65	New	+$5.81K	﹤0.01%	552
2020 Q2	–	Sell	-8	Closed	-$1K	–	658
2020 Q1	$1K	Buy	+8	New	+$710	﹤0.01%	534

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Baystate Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.5% in Q4 2023, selling an estimated $366 and leaving 321 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Baystate Wealth Management first reported a position in BIV in Q1 2020 and has held it in 12 quarters since. The position peaked at $39K in Q3 2022. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Baystate Wealth Management held 321 shares of Vanguard Intermediate-Term Bond ETF worth $24.6K as of Q4 2023.
Baystate Wealth Management sold 5 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $366.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #516 holding.
Baystate Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 12 quarters since.
Baystate Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $39K in Q3 2022.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.