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Focused Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Focused Wealth Management’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
Q4 		– Sell
-3,279
Closed -$237K – 1032
2023
Q3 		$237K Buy
3,279
+82
+3% +$6.07K 0.04% 124
2023
Q2 		$240K Buy
3,197
+70
+2% +$5.33K 0.04% 127
2023
Q1 		$240K Sell
3,127
-190
-6% -$14.4K 0.05% 130
2022
Q4 		$247K Sell
3,317
-96
-3% -$7.11K 0.05% 118
2022
Q3 		$251K Buy
3,413
+303
+10% +$23.4K 0.05% 112
2022
Q2 		$242K Buy
3,110
+109
+4% +$8.55K 0.04% 119
2022
Q1 		$246K Buy
+3,001
New +$253K 0.04% 139
2020
Q1 		– Sell
-157
Closed -$14K – 707
2019
Q4 		$14K Buy
157
+133
+554% +$11.6K ﹤0.01% 459
2019
Q3 		$2K Sell
24
-107
-82% -$9.35K ﹤0.01% 626
2019
Q2 		$11K Hold
131
– – ﹤0.01% 501
2019
Q1 		$11K Hold
131
– – ﹤0.01% 451
2018
Q4 		$11K Buy
131
+107
+446% +$8.57K ﹤0.01% 444
2018
Q3 		$2K Hold
24
– – ﹤0.01% 580
2018
Q2 		$2K Hold
24
– – ﹤0.01% 575
2018
Q1 		$2K Sell
24
-930
-97% -$76.3K ﹤0.01% 614
2017
Q4 		$80K Buy
954
+754
+377% +$63.5K 0.03% 252
2017
Q3 		$17K Buy
+200
New +$17K 0.01% 363
2013
Q4 		– Sell
-117
Closed -$10K – 619
2013
Q3 		$10K Buy
+117
New +$9.7K 0.01% 362

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focused Wealth Management's BIV Position: Q4 2023 in Review

Focused Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 3,279 shares — an estimated $237K sold.

Focused Wealth Management first reported a position in BIV in Q3 2013 and held it in 18 quarters. The position peaked at $251K in Q3 2022. 824 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Focused Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 3,279 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $237K.
  • Focused Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2013 and held it in 18 quarters.
  • Focused Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $251K in Q3 2022.
  • 824 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.