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Fiduciary Alliance’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-1,135
Closed -$85.4K – 248
2023
Q2 		$85.4K Buy
+1,135
New +$86.4K 0.02% 234
2023
Q1 		– Sell
-351
Closed -$26.1K – 223
2022
Q4 		$26.1K Buy
+351
New +$26K 0.01% 286

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
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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fiduciary Alliance's BIV Position: Q3 2023 in Review

Fiduciary Alliance sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 1,135 shares — an estimated $85.4K sold.

Fiduciary Alliance first reported a position in BIV in Q4 2022 and held it in 2 quarters. The position peaked at $85.4K in Q2 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Fiduciary Alliance reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1,135 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $85.4K.
  • Fiduciary Alliance first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Vanguard Intermediate-Term Bond ETF position peaked at $85.4K in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.