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EisnerAmper Wealth Management Corporate Benefits’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4 		– Sell
-3,013
Closed -$218K – 69
2023
Q3 		$218K Sell
3,013
-44,284
-94% -$3.28M 0.1% 56
2023
Q2 		$3.56M Sell
47,297
-1,422
-3% -$108K 1.7% 18
2023
Q1 		$3.74M Buy
48,719
+1,044
+2% +$79.1K 1.81% 19
2022
Q4 		$3.54M Buy
47,675
+318
+0.7% +$23.6K 1.81% 16
2022
Q3 		$3.48M Sell
47,357
-205
-0.4% -$15.9K 1.98% 16
2022
Q2 		$3.69M Buy
47,562
+3,547
+8% +$278K 1.96% 15
2022
Q1 		$3.6M Buy
44,015
+291
+0.7% +$24.6K 1.73% 18
2021
Q4 		$3.83M Sell
43,724
-170
-0.4% -$15.1K 1.74% 16
2021
Q3 		$3.93M Buy
43,894
+9,476
+28% +$858K 1.98% 14
2021
Q2 		$3.1M Buy
34,418
+3,141
+10% +$281K 1.56% 20
2021
Q1 		$2.77M Buy
31,277
+2,303
+8% +$209K 1.5% 20
2020
Q4 		$2.69M Buy
28,974
+1,455
+5% +$136K 1.54% 21
2020
Q3 		$2.57M Buy
+27,519
New +$2.58M 1.69% 18

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's BIV Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 3,013 shares — an estimated $218K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in BIV in Q3 2020 and held it in 13 quarters. The position peaked at $3.93M in Q3 2021. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 3,013 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $218K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 13 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's Vanguard Intermediate-Term Bond ETF position peaked at $3.93M in Q3 2021.
  • 822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.