Cordasco Financial Network’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cordasco Financial Network’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 Q2	$2K	Hold	27	–	–	﹤0.01%	522
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	504
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	504
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	515
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	517
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	514
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	457
2020 Q3	$3K	Hold	27	–	–	﹤0.01%	443
2020 Q2	$3K	Hold	27	–	–	﹤0.01%	407
2020 Q1	$2K	Hold	27	–	–	﹤0.01%	396
2019 Q4	$2K	Hold	27	–	–	﹤0.01%	411
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	429
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	422
2019 Q1	$2K	Hold	27	–	–	﹤0.01%	415
2018 Q4	$2K	Hold	27	–	–	﹤0.01%	353
2018 Q3	$2K	Hold	27	–	–	﹤0.01%	334
2018 Q2	$2K	Buy	+27	New	+$2.18K	﹤0.01%	351

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cordasco Financial Network's BIV Position: Q2 2022 in Review

Cordasco Financial Network held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2022 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Cordasco Financial Network first reported a position in BIV in Q2 2018 and has held it in 17 quarters since. The position peaked at $3K in Q4 2020. 674 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Cordasco Financial Network held 27 shares of Vanguard Intermediate-Term Bond ETF worth $2K as of Q2 2022.
Cordasco Financial Network left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2022.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #522 holding.
Cordasco Financial Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and has held it in 17 quarters since.
Cordasco Financial Network's Vanguard Intermediate-Term Bond ETF position peaked at $3K in Q4 2020.
674 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.