Financial Perspectives’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Perspectives’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	–	Sell	-268	Closed	-$20.6K	–	687
2023 Q1	$20.6K	Hold	268	–	–	0.01%	356
2022 Q4	$19.9K	Hold	268	–	–	0.01%	360
2022 Q3	$19.7K	Hold	268	–	–	0.01%	348
2022 Q2	$20.8K	Hold	268	–	–	0.01%	342
2022 Q1	$21.9K	Hold	268	–	–	0.01%	355
2021 Q4	$23.5K	Hold	268	–	–	0.01%	338
2021 Q3	$24K	Hold	268	–	–	0.01%	335
2021 Q2	$24.1K	Sell	268 -23,512	-99%	-$2.1M	0.01%	356
2021 Q1	$268K	Buy	23,780 +23,512	+8,773%	+$2.14M	0.01%	368
2020 Q4	$24.9K	Hold	268	–	–	0.01%	310
2020 Q3	$25.1K	Hold	268	–	–	0.02%	264
2020 Q2	$25K	Hold	268	–	–	0.02%	251
2020 Q1	$23.9K	Hold	268	–	–	0.02%	222
2019 Q4	$23.4K	Buy	+268	New	+$23.5K	0.02%	241

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Perspectives's BIV Position: Q2 2023 in Review

Financial Perspectives sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 268 shares — an estimated $20.6K sold.

Financial Perspectives first reported a position in BIV in Q4 2019 and held it in 14 quarters. The position peaked at $268K in Q1 2021. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Financial Perspectives reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Perspectives sold 268 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $20.6K.
Financial Perspectives first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 14 quarters.
Financial Perspectives's Vanguard Intermediate-Term Bond ETF position peaked at $268K in Q1 2021.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Financial Perspectives's 13F filing for Q2 2023, filed 10 Jan 2024.