Carlsbad Wealth Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Carlsbad Wealth Advisory Group’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 Q2	$9.41M	Buy	+125,031	New	+$9.52M	6.06%	6

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

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

UCFA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Carlsbad Wealth Advisory Group's BIV Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023: 125,031 shares worth $9.41M. The stake represents 6.06% of the portfolio and ranks #6 among its holdings.

724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Carlsbad Wealth Advisory Group held 125,031 shares of Vanguard Intermediate-Term Bond ETF worth $9.41M as of Q2 2023.
Vanguard Intermediate-Term Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Intermediate-Term Bond ETF made up 6.06% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #6 holding.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.