Endurance Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Endurance Wealth Management’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 Q2	$47K	Hold	620	–	–	0.01%	341
2023 Q1	$48K	Hold	620	–	–	0.01%	351
2022 Q4	$46K	Buy	+620	New	+$45.9K	0.01%	335
2018 Q4	–	Sell	-179	Closed	-$14K	–	474
2018 Q3	$14K	Hold	179	–	–	﹤0.01%	371
2018 Q2	$14K	Hold	179	–	–	﹤0.01%	374
2018 Q1	$15K	Hold	179	–	–	﹤0.01%	393
2017 Q4	$15K	Hold	179	–	–	﹤0.01%	372
2017 Q3	$15K	Hold	179	–	–	﹤0.01%	365
2017 Q2	$15K	Hold	179	–	–	﹤0.01%	381
2017 Q1	$15K	Hold	179	–	–	﹤0.01%	380
2016 Q4	$15K	Hold	179	–	–	﹤0.01%	361
2016 Q3	$16K	Hold	179	–	–	﹤0.01%	361
2016 Q2	$16K	Hold	179	–	–	﹤0.01%	346
2016 Q1	$15K	Hold	179	–	–	﹤0.01%	350
2015 Q4	$15K	Hold	179	–	–	﹤0.01%	367
2015 Q3	$15K	Sell	179 -300	-63%	-$25.2K	﹤0.01%	362
2015 Q2	$40K	Buy	+479	New	+$40.7K	0.01%	291

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Endurance Wealth Management's BIV Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2023 at 620 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #341.

Endurance Wealth Management first reported a position in BIV in Q2 2015 and has held it in 17 quarters since. The position peaked at $48K in Q1 2023. 725 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Endurance Wealth Management held 620 shares of Vanguard Intermediate-Term Bond ETF worth $47K as of Q2 2023.
Endurance Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2023.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #341 holding.
Endurance Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and has held it in 17 quarters since.
Endurance Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $48K in Q1 2023.
725 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.