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Engrave Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Engrave Wealth Partners’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
2021
Q2 		– Sell
-106,672
Closed -$9.46M – 78
2021
Q1 		$9.46M Buy
+106,672
New +$9.69M 3.81% 7

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Engrave Wealth Partners's BIV Position: Q2 2021 in Review

Engrave Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 106,672 shares — an estimated $9.46M sold.

Engrave Wealth Partners first reported a position in BIV in Q1 2021 and held it in 1 quarter. The position peaked at $9.46M in Q1 2021. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Engrave Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 106,672 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $9.46M.
  • Engrave Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • Engrave Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $9.46M in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Engrave Wealth Partners's 13F filing for Q2 2021, filed 15 Jul 2021.