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

Bromfield Sneider 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
2024 Q1	$6.64M	Buy	88,124 +18,389	+26%	+$1.39M	4.11%	7
2023 Q4	$5.33M	Buy	69,735 +7,341	+12%	+$538K	3.61%	8
2023 Q3	$4.51M	Buy	62,394 +30,785	+97%	+$2.28M	3.4%	9
2023 Q2	$2.38M	Buy	31,609 +83	+0.3%	+$6.32K	1.89%	11
2023 Q1	$2.42M	Buy	31,526 +511	+2%	+$38.7K	2.04%	11
2022 Q4	$2.31M	Buy	31,015 +5,110	+20%	+$379K	2.14%	10
2022 Q3	$1.9M	Buy	25,905 +18,220	+237%	+$1.41M	2.25%	9
2022 Q2	$597K	Buy	7,685 +3,841	+100%	+$301K	0.73%	13
2022 Q1	$315K	Buy	3,844 +5	+0.1%	+$422	0.33%	19
2021 Q4	$336K	Buy	+3,839	New	+$341K	0.34%	18

Other funds holding BIV

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's BIV Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q1 2024, buying an estimated $1.39M and bringing the position to 88,124 shares worth $6.64M. The position accounts for 4.11% of the portfolio, ranked #7.

Bromfield Sneider Wealth Advisors first reported a position in BIV in Q4 2021 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 88,124 shares of Vanguard Intermediate-Term Bond ETF worth $6.64M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 18,389 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $1.39M.
Vanguard Intermediate-Term Bond ETF made up 4.11% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #7 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 10 quarters since.
820 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.