FormulaFolio Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

FormulaFolio Investments’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
2021 Q2	$190K	Sell	2,112 -181	-8%	-$16.2K	0.06%	90
2021 Q1	$204K	Sell	2,293 -55,630	-96%	-$5.05M	0.07%	84
2020 Q4	$5.38M	Buy	57,923 +48,322	+503%	+$4.5M	0.11%	143
2020 Q3	$898K	Buy	+9,601	New	+$899K	0.03%	156
2020 Q2	–	Sell	-2,446	Closed	-$219K	–	291
2020 Q1	$219K	Buy	+2,446	New	+$217K	0.01%	259
2016 Q4	–	Sell	-37,583	Closed	-$3.29M	–	189
2016 Q3	$3.29M	Sell	37,583 -8,129	-18%	-$713K	0.49%	27
2016 Q2	$4.03M	Sell	45,712 -46,152	-50%	-$3.99M	0.68%	23
2016 Q1	$7.92M	Buy	91,864 +3,991	+5%	+$338K	1.37%	16
2015 Q4	$7.3M	Sell	87,873 -909	-1%	-$76.5K	1.85%	10
2015 Q3	$7.53M	Buy	88,782 +16,650	+23%	+$1.4M	2.4%	9
2015 Q2	$6.05M	Buy	72,132 +10,354	+17%	+$880K	1.69%	11
2015 Q1	$5.33M	Buy	61,778 +22,892	+59%	+$1.96M	1.64%	11
2014 Q4	$3.29M	Buy	+38,886	New	+$3.31M	1.27%	10

Other funds holding BIV

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

FormulaFolio Investments's BIV Position: Q2 2021 in Review

FormulaFolio Investments reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.9% in Q2 2021, selling an estimated $16.2K and leaving 2,112 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #90.

FormulaFolio Investments first reported a position in BIV in Q4 2014 and has held it in 13 quarters since. The position peaked at $7.92M in Q1 2016. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

FormulaFolio Investments held 2,112 shares of Vanguard Intermediate-Term Bond ETF worth $190K as of Q2 2021.
FormulaFolio Investments sold 181 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $16.2K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of FormulaFolio Investments's portfolio in Q2 2021, its #90 holding.
FormulaFolio Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 13 quarters since.
FormulaFolio Investments's Vanguard Intermediate-Term Bond ETF position peaked at $7.92M in Q1 2016.
637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.