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

Financial Sense Advisors’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
2020 Q4	–	Sell	-9,508	Closed	-$889K	–	102
2020 Q3	$889K	Buy	9,508 +73	+0.8%	+$6.84K	0.35%	51
2020 Q2	$879K	Sell	9,435 -3,817	-29%	-$349K	0.31%	47
2020 Q1	$1.18M	Sell	13,252 -3,332	-20%	-$296K	0.53%	33
2019 Q4	$1.45M	Sell	16,584 -712	-4%	-$62.3K	0.53%	35
2019 Q3	$1.52M	Buy	+17,296	New	+$1.51M	0.74%	26

Other funds holding BIV

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Sense Advisors's BIV Position: Q4 2020 in Review

Financial Sense Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 9,508 shares — an estimated $889K sold.

Financial Sense Advisors first reported a position in BIV in Q3 2019 and held it in 5 quarters. The position peaked at $1.52M in Q3 2019. 648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

Financial Sense Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Financial Sense Advisors sold 9,508 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $889K.
Financial Sense Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 5 quarters.
Financial Sense Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.52M in Q3 2019.
648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Financial Sense Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.