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

Eudaimonia 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
2024
Q1 		$751K Buy
9,960
+2,638
+36% +$199K 0.18% 131
2023
Q4 		$559K Sell
7,322
-1,639
-18% -$120K 0.15% 138
2023
Q3 		$648K Sell
8,961
-2,920
-25% -$216K 0.16% 142
2023
Q2 		$894K Buy
11,881
+9,083
+325% +$692K 0.2% 118
2023
Q1 		$215K Sell
2,798
-456
-14% -$34.5K 0.05% 313
2022
Q4 		$242K Sell
3,254
-12
-0.4% -$889 0.06% 293
2022
Q3 		$240K Sell
3,266
-179
-5% -$13.8K 0.06% 273
2022
Q2 		$268K Buy
+3,445
New +$270K 0.05% 312
2021
Q3 		$1.5M Buy
16,743
+4,651
+38% +$421K 0.27% 104
2021
Q2 		$1.09M Buy
12,092
+3,209
+36% +$287K 0.2% 131
2021
Q1 		$789K Sell
8,883
-17
-0.2% -$1.54K 0.16% 142
2020
Q4 		$826K Sell
8,900
-3,051
-26% -$284K 0.19% 127
2020
Q3 		$1.12M Sell
11,951
-15,544
-57% -$1.46M 0.29% 89
2020
Q2 		$2.56M Buy
27,495
+7,035
+34% +$644K 0.97% 20
2020
Q1 		$1.83M Buy
20,460
+8,389
+69% +$744K 0.8% 26
2019
Q4 		$1.05M Buy
+12,071
New +$1.06M 0.42% 66

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Eudaimonia Partners's BIV Position: Q1 2024 in Review

Eudaimonia Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 36% in Q1 2024, buying an estimated $199K and bringing the position to 9,960 shares worth $751K. The position accounts for 0.18% of the portfolio, ranked #131.

Eudaimonia Partners first reported a position in BIV in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.56M in Q2 2020. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • Eudaimonia Partners held 9,960 shares of Vanguard Intermediate-Term Bond ETF worth $751K as of Q1 2024.
  • Eudaimonia Partners bought 2,638 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $199K.
  • Vanguard Intermediate-Term Bond ETF made up 0.18% of Eudaimonia Partners's portfolio in Q1 2024, its #131 holding.
  • Eudaimonia Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Eudaimonia Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.56M in Q2 2020.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.