EWM
BIV icon

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

EPG 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
2022
Q4 		– Sell
-599
Closed -$44K – 381
2022
Q3 		$44K Buy
+599
New +$46.3K 0.02% 262
2022
Q2 		– Sell
-37
Closed -$3K – 228
2022
Q1 		$3K Buy
+37
New +$3.12K ﹤0.01% 376
2020
Q2 		– Sell
-664
Closed -$59K – 197
2020
Q1 		$59K Buy
+664
New +$58.9K 0.04% 247

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

EPG Wealth Management's BIV Position: Q4 2022 in Review

EPG Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 599 shares — an estimated $44K sold.

EPG Wealth Management first reported a position in BIV in Q1 2020 and held it in 3 quarters. The position peaked at $59K in Q1 2020. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • EPG Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • EPG Wealth Management sold 599 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $44K.
  • EPG Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 3 quarters.
  • EPG Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $59K in Q1 2020.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on EPG Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.