Benedetti & Gucer’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Benedetti & Gucer’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 Q3	–	Sell	-5,916	Closed	-$445K	–	142
2023 Q2	$445K	Sell	5,916 -1,083	-15%	-$82.5K	0.23%	76
2023 Q1	$537K	Sell	6,999 -6,461	-48%	-$489K	0.31%	60
2022 Q4	$1M	Buy	13,460 +1,606	+14%	+$119K	0.73%	29
2022 Q3	$871K	Sell	11,854 -40,399	-77%	-$3.13M	0.69%	32
2022 Q2	$4.06M	Buy	52,253 +42,307	+425%	+$3.32M	2.75%	4
2022 Q1	$814K	Buy	9,946 +3,871	+64%	+$327K	0.55%	36
2021 Q4	$532K	Buy	+6,075	New	+$539K	0.36%	40

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

UCFA

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

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

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

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

Benedetti & Gucer's BIV Position: Q3 2023 in Review

Benedetti & Gucer sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 5,916 shares — an estimated $445K sold.

Benedetti & Gucer first reported a position in BIV in Q4 2021 and held it in 7 quarters. The position peaked at $4.06M in Q2 2022. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Benedetti & Gucer reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Benedetti & Gucer sold 5,916 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $445K.
Benedetti & Gucer first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 7 quarters.
Benedetti & Gucer's Vanguard Intermediate-Term Bond ETF position peaked at $4.06M in Q2 2022.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.