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CarsonAllaria Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CarsonAllaria Wealth Management’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
-196
Closed -$14.8K – 367
2023
Q2 		$14.8K Buy
196
+1
+0.5% +$76 0.01% 193
2023
Q1 		$15K Buy
+195
New +$14.8K 0.01% 184

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Northwestern Mutual Wealth Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CarsonAllaria Wealth Management's BIV Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 196 shares — an estimated $14.8K sold.

CarsonAllaria Wealth Management first reported a position in BIV in Q1 2023 and held it in 2 quarters. The position peaked at $15K in Q1 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 196 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $14.8K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $15K in Q1 2023.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.