Firethorn Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Firethorn Wealth Partners’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 Q3	–	Sell	-3,842	Closed	-$289K	–	129
2023 Q2	$289K	Buy	3,842 +794	+26%	+$60.5K	0.22%	83
2023 Q1	$232K	Buy	3,048 +124	+4%	+$9.39K	0.18%	99
2022 Q4	$217K	Buy	+2,924	New	+$217K	0.18%	109
2022 Q2	–	Sell	-2,806	Closed	-$230K	–	131
2022 Q1	$230K	Buy	+2,806	New	+$237K	0.17%	114

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

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

Firethorn Wealth Partners's BIV Position: Q3 2023 in Review

Firethorn Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 3,842 shares — an estimated $289K sold.

Firethorn Wealth Partners first reported a position in BIV in Q1 2022 and held it in 4 quarters. The position peaked at $289K in Q2 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Firethorn Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 3,842 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $289K.
Firethorn Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 4 quarters.
Firethorn Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $289K in Q2 2023.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Firethorn Wealth Partners's 13F filing for Q3 2023, filed 17 Oct 2023.