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Confluence Wealth Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-190
Closed -$16K – 340
2021
Q4 		$16K Buy
+190
New +$16.9K 0.01% 783

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Morgan Stanley
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Baird Financial Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
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LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Confluence Wealth Services's BIV Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 190 shares — an estimated $16K sold.

Confluence Wealth Services first reported a position in BIV in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 714 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 190 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $16K.
  • Confluence Wealth Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard Intermediate-Term Bond ETF position peaked at $16K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.