Beacon Bridge Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beacon Bridge Wealth Partners’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
2024 Q1	–	Sell	-2,879	Closed	-$220K	–	93
2023 Q4	$220K	Sell	2,879 -524	-15%	-$38.4K	0.11%	93
2023 Q3	$246K	Sell	3,403 -619	-15%	-$45.8K	0.13%	80
2023 Q2	$303K	Sell	4,022 -735	-15%	-$56K	0.15%	61
2023 Q1	$365K	Sell	4,757 -9,146	-66%	-$693K	0.22%	50
2022 Q4	$1.03M	Buy	+13,903	New	+$1.03M	0.75%	25

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

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

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

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Beacon Bridge Wealth Partners's BIV Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 2,879 shares — an estimated $220K sold.

Beacon Bridge Wealth Partners first reported a position in BIV in Q4 2022 and held it in 5 quarters. The position peaked at $1.03M in Q4 2022. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 2,879 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $220K.
Beacon Bridge Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 5 quarters.
Beacon Bridge Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.03M in Q4 2022.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.