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

Financial Synergies Wealth 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
2024
Q2 		– Sell
-32
Closed -$2.41K – 116
2024
Q1 		$2.41K Sell
32
-132
-80% -$9.95K ﹤0.01% 304
2023
Q4 		$12.2K Buy
164
+132
+413% +$9.67K ﹤0.01% 172
2023
Q3 		$2.31K Hold
32
– – ﹤0.01% 293
2023
Q2 		$2.41K Hold
32
– – ﹤0.01% 288
2023
Q1 		$2.46K Sell
32
-132
-80% -$10K ﹤0.01% 291
2022
Q4 		$12.2K Sell
164
-3,498
-96% -$259K ﹤0.01% 172
2022
Q3 		$269K Hold
3,662
– – 0.05% 59
2022
Q2 		$284K Sell
3,662
-81,020
-96% -$6.35M 0.05% 59
2022
Q1 		$6.94M Sell
84,682
-221,850
-72% -$18.7M 1.09% 16
2021
Q4 		$26.9M Sell
306,532
-131,389
-30% -$11.7M 3.68% 10
2021
Q3 		$39.2M Buy
437,921
+26,183
+6% +$2.37M 5.35% 8
2021
Q2 		$37M Buy
411,738
+21,958
+6% +$1.96M 5.05% 8
2021
Q1 		$34.6M Buy
389,780
+19,211
+5% +$1.74M 5.03% 8
2020
Q4 		$34.4M Buy
370,569
+245,472
+196% +$22.9M 5.35% 7
2020
Q3 		$11.7M Buy
125,097
+122,738
+5,203% +$11.5M 2.99% 13
2020
Q2 		$220K Buy
+2,359
New +$216K 0.07% 52
2019
Q4 		– Sell
-2,340
Closed -$206K – 36
2019
Q3 		$206K Buy
2,340
+16
+0.7% +$1.4K 0.1% 27
2019
Q2 		$201K Buy
+2,324
New +$196K 0.1% 29

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Financial Synergies Wealth Advisors's BIV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 32 shares — an estimated $2.41K sold.

Financial Synergies Wealth Advisors first reported a position in BIV in Q2 2019 and held it in 18 quarters. The position peaked at $39.2M in Q3 2021. 827 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 32 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $2.41K.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 18 quarters.
  • Financial Synergies Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $39.2M in Q3 2021.
  • 827 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.