Financial Architects (New Jersey)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Architects (New Jersey)’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	$2.34M	Buy	31,158 +1,034	+3%	+$78.8K	0.35%	59
2023 Q1	$2.31M	Buy	30,124 +4,306	+17%	+$326K	0.37%	62
2022 Q4	$1.92M	Sell	25,818 -2,009	-7%	-$149K	0.32%	75
2022 Q3	$2.04M	Buy	+27,827	New	+$2.15M	0.36%	66
2022 Q2	–	Sell	-34,905	Closed	-$2.86M	–	62
2022 Q1	$2.86M	Sell	34,905 -927	-3%	-$78.3K	0.41%	57
2021 Q4	$3.14M	Buy	35,832 +4,063	+13%	+$360K	0.42%	53
2021 Q3	$2.84M	Buy	31,769 +819	+3%	+$74.2K	0.41%	55
2021 Q2	$2.78M	Buy	30,950 +1,090	+4%	+$97.4K	0.4%	57
2021 Q1	$2.65M	Buy	29,860 +2,309	+8%	+$210K	0.42%	54
2020 Q4	$2.56M	Buy	27,551 +10,584	+62%	+$986K	0.47%	43
2020 Q3	$1.59M	Buy	16,967 +3,636	+27%	+$341K	0.35%	65
2020 Q2	$1.24M	Buy	13,331 +1,486	+13%	+$136K	0.29%	74
2020 Q1	$1.06M	Buy	11,845 +5,467	+86%	+$485K	0.29%	76
2019 Q4	$556K	Buy	6,378 +1,057	+20%	+$92.6K	0.12%	136
2019 Q3	$468K	Buy	5,321 +362	+7%	+$31.6K	0.11%	143
2019 Q2	$429K	Buy	4,959 +376	+8%	+$31.8K	0.08%	161
2019 Q1	$385K	Buy	4,583 +80	+2%	+$6.59K	0.07%	198
2018 Q4	$366K	Sell	4,503 -2,929	-39%	-$235K	0.07%	185
2018 Q3	$598K	Sell	7,432 -984	-12%	-$79.6K	0.1%	155
2018 Q2	$681K	Sell	8,416 -282	-3%	-$22.8K	0.12%	127
2018 Q1	$711K	Sell	8,698 -1,534	-15%	-$126K	0.14%	115
2017 Q4	$858K	Sell	10,232 -224	-2%	-$18.9K	0.14%	112
2017 Q3	$885K	Buy	10,456 +1,213	+13%	+$103K	0.16%	107
2017 Q2	$781K	Buy	9,243 +2,175	+31%	+$184K	0.14%	113
2017 Q1	$591K	Buy	7,068 +504	+8%	+$42K	0.1%	136
2016 Q4	$545K	Buy	6,564 +675	+11%	+$57.3K	0.13%	135
2016 Q3	$516K	Buy	5,889 +4,427	+303%	+$388K	0.14%	130
2016 Q2	$129K	Buy	1,462 +1,397	+2,149%	+$121K	0.04%	323
2016 Q1	$6K	Buy	+65	New	+$5.51K	﹤0.01%	851

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

Financial Architects (New Jersey)'s BIV Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.4% in Q2 2023, buying an estimated $78.8K and bringing the position to 31,158 shares worth $2.34M. The position accounts for 0.35% of the portfolio, ranked #59.

Financial Architects (New Jersey) first reported a position in BIV in Q1 2016 and has held it in 29 quarters since. The position peaked at $3.14M in Q4 2021. 725 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Financial Architects (New Jersey) held 31,158 shares of Vanguard Intermediate-Term Bond ETF worth $2.34M as of Q2 2023.
Financial Architects (New Jersey) bought 1,034 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $78.8K.
Vanguard Intermediate-Term Bond ETF made up 0.35% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #59 holding.
Financial Architects (New Jersey) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and has held it in 29 quarters since.
Financial Architects (New Jersey)'s Vanguard Intermediate-Term Bond ETF position peaked at $3.14M in Q4 2021.
725 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.