Financial Planning & Information Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Planning & Information Services’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 Q3	$6.16M	Buy	78,566 +9,578	+14%	+$738K	0.85%	27
2024 Q2	$5.17M	Buy	68,988 +4,665	+7%	+$347K	0.79%	27
2024 Q1	$4.85M	Buy	64,323 +8,894	+16%	+$670K	0.73%	28
2023 Q4	$4.23M	Buy	55,429 +3,271	+6%	+$240K	0.67%	31
2023 Q3	$3.77M	Buy	52,158 +4,274	+9%	+$316K	0.7%	29
2023 Q2	$3.6M	Buy	47,884 +478	+1%	+$36.4K	0.66%	27
2023 Q1	$3.64M	Buy	+47,406	New	+$3.59M	0.71%	27

Other funds holding BIV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Financial Planning & Information Services's BIV Position: Q3 2024 in Review

Financial Planning & Information Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q3 2024, buying an estimated $738K and bringing the position to 78,566 shares worth $6.16M. The position accounts for 0.85% of the portfolio, ranked #27.

Financial Planning & Information Services first reported a position in BIV in Q1 2023 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

Financial Planning & Information Services held 78,566 shares of Vanguard Intermediate-Term Bond ETF worth $6.16M as of Q3 2024.
Financial Planning & Information Services bought 9,578 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $738K.
Vanguard Intermediate-Term Bond ETF made up 0.85% of Financial Planning & Information Services's portfolio in Q3 2024, its #27 holding.
Financial Planning & Information Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 7 quarters since.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.