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

DecisionPoint Financial’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
2024
Q2 		– Sell
-174
Closed -$12.8K – 244
2024
Q1 		$12.8K Buy
+174
New +$13.1K 0.01% 150

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Bank of America
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Morgan Stanley
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

DecisionPoint Financial's BIV Position: Q2 2024 in Review

DecisionPoint Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 174 shares — an estimated $12.8K sold.

DecisionPoint Financial first reported a position in BIV in Q1 2024 and held it in 1 quarter. The position peaked at $12.8K in Q1 2024. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • DecisionPoint Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • DecisionPoint Financial sold 174 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $12.8K.
  • DecisionPoint Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • DecisionPoint Financial's Vanguard Intermediate-Term Bond ETF position peaked at $12.8K in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on DecisionPoint Financial's 13F filing for Q2 2024, filed 9 Aug 2024.