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

Comprehensive 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
Q1 		– Sell
-100,100
Closed -$9.29M – 12
2020
Q4 		$9.29M Buy
+100,100
New +$9.32M 8.46% 4

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Comprehensive Wealth Management's BIV Position: Q1 2021 in Review

Comprehensive Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 100,100 shares — an estimated $9.29M sold.

Comprehensive Wealth Management first reported a position in BIV in Q4 2020 and held it in 1 quarter. The position peaked at $9.29M in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Comprehensive Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Comprehensive Wealth Management sold 100,100 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $9.29M.
  • Comprehensive Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Comprehensive Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $9.29M in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Comprehensive Wealth Management's 13F filing for Q1 2021, filed 10 Jan 2024.