Disciplined Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-301	Closed	-$23K	–	1244
2022 Q2	$23K	Sell	301 -188	-38%	-$14.7K	0.01%	305
2022 Q1	$40K	Sell	489 -210	-30%	-$17.7K	0.02%	255
2021 Q4	$61K	Hold	699	–	–	0.03%	192
2021 Q3	$63K	Hold	699	–	–	0.03%	180
2021 Q2	$63K	Buy	699 +210	+43%	+$18.8K	0.03%	180
2021 Q1	$43K	Hold	489	–	–	0.03%	186
2020 Q4	$45K	Hold	489	–	–	0.03%	160
2020 Q3	$46K	Hold	489	–	–	0.03%	164
2020 Q2	$46K	Sell	489 -175	-26%	-$16K	0.04%	169
2020 Q1	$59K	Sell	664 -158	-19%	-$14K	0.06%	140
2019 Q4	$72K	Buy	+822	New	+$72K	0.06%	140

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Disciplined Investments's BIV Position: Q3 2022 in Review

Disciplined Investments sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 301 shares — an estimated $23K sold.

Disciplined Investments first reported a position in BIV in Q4 2019 and held it in 11 quarters. The position peaked at $72K in Q4 2019. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Disciplined Investments reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Disciplined Investments sold 301 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $23K.
Disciplined Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 11 quarters.
Disciplined Investments's Vanguard Intermediate-Term Bond ETF position peaked at $72K in Q4 2019.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.