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Forum Financial Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Forum Financial 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
2022
Q2 		– Sell
-4,809
Closed -$393K – 587
2022
Q1 		$393K Buy
4,809
+59
+1% +$4.98K 0.02% 297
2021
Q4 		$416K Buy
+4,750
New +$421K 0.02% 289

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Forum Financial Management's BIV Position: Q2 2022 in Review

Forum Financial Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 4,809 shares — an estimated $393K sold.

Forum Financial Management first reported a position in BIV in Q4 2021 and held it in 2 quarters. The position peaked at $416K in Q4 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Forum Financial Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 4,809 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $393K.
  • Forum Financial Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Vanguard Intermediate-Term Bond ETF position peaked at $416K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.