CRWM
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Castle Rock Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Castle Rock 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
2021
Q2 		– Sell
-15,465
Closed -$1.38M – 250
2021
Q1 		$1.38M Sell
15,465
-9,412
-38% -$855K 0.56% 58
2020
Q4 		$2.29M Buy
24,877
+1,368
+6% +$127K 0.95% 22
2020
Q3 		$2.19M Buy
23,509
+5,721
+32% +$536K 1.43% 14
2020
Q2 		$1.68M Buy
17,788
+1,293
+8% +$118K 0.98% 20
2020
Q1 		$1.5M Buy
+16,495
New +$1.46M 1.3% 11
2018
Q3 		– Sell
-2,777
Closed -$225K – 115
2018
Q2 		$225K Buy
2,777
+306
+12% +$24.7K 0.31% 106
2018
Q1 		$202K Sell
2,471
-1,382
-36% -$113K 0.33% 99
2017
Q4 		$323K Buy
+3,853
New +$325K 0.63% 61

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return