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

Beam 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	-10,815	Closed	-$967K	–	92
2021 Q3	$967K	Buy	10,815 +494	+5%	+$44.7K	0.83%	37
2021 Q2	$929K	Sell	10,321 -2,553	-20%	-$228K	0.8%	42
2021 Q1	$1.14M	Sell	12,874 -16,260	-56%	-$1.48M	1.02%	31
2020 Q4	$2.71M	Buy	29,134 +653	+2%	+$60.8K	2.55%	6
2020 Q3	$2.66M	Buy	28,481 +307	+1%	+$28.8K	2.49%	7
2020 Q2	$2.63M	Buy	28,174 +15,870	+129%	+$1.45M	2.64%	5
2020 Q1	$1.1M	Buy	12,304 +8,344	+211%	+$740K	1.09%	26
2019 Q4	$345K	Buy	+3,960	New	+$347K	0.32%	98

Other funds holding BIV

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

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Beam Wealth Advisors's BIV Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 10,815 shares — an estimated $967K sold.

Beam Wealth Advisors first reported a position in BIV in Q4 2019 and held it in 8 quarters. The position peaked at $2.71M in Q4 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Beam Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 10,815 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $967K.
Beam Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.71M in Q4 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.