Blooom Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Blooom Inc’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
2022 Q3	$6.53M	Buy	88,816 +2,119	+2%	+$164K	12.4%	3
2022 Q2	$6.73M	Sell	86,697 -10,997	-11%	-$862K	11.56%	3
2022 Q1	$7.99M	Sell	97,694 -889	-0.9%	-$75.1K	6.4%	4
2021 Q4	$8.64M	Buy	98,583 +14,854	+18%	+$1.32M	6.5%	4
2021 Q3	$7.49M	Sell	83,729 -1,212	-1%	-$110K	6.21%	4
2021 Q2	$7.64M	Buy	84,941 +6,803	+9%	+$608K	5.7%	4
2021 Q1	$6.93M	Buy	78,138 +12,570	+19%	+$1.14M	5.44%	4
2020 Q4	$6.08M	Buy	+65,568	New	+$6.11M	4.87%	4

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Blooom Inc's BIV Position: Q3 2022 in Review

Blooom Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.4% in Q3 2022, buying an estimated $164K and bringing the position to 88,816 shares worth $6.53M. The position accounts for 12.4% of the portfolio, ranked #3.

Blooom Inc first reported a position in BIV in Q4 2020 and has held it in 8 quarters since. The position peaked at $8.64M in Q4 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Blooom Inc held 88,816 shares of Vanguard Intermediate-Term Bond ETF worth $6.53M as of Q3 2022.
Blooom Inc bought 2,119 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $164K.
Vanguard Intermediate-Term Bond ETF made up 12.4% of Blooom Inc's portfolio in Q3 2022, its #3 holding.
Blooom Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard Intermediate-Term Bond ETF position peaked at $8.64M in Q4 2021.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.