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

Forza 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	-14,000	Closed	-$1.01M	–	170
2023 Q3	$1.01M	Hold	14,000	–	–	0.52%	62
2023 Q2	$1.05M	Hold	14,000	–	–	0.53%	62
2023 Q1	$1.07M	Hold	14,000	–	–	0.55%	59
2022 Q4	$1.04M	Buy	+14,000	New	+$1.04M	0.69%	45

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Forza Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 14,000 shares — an estimated $1.01M sold.

Forza Wealth Management first reported a position in BIV in Q4 2022 and held it in 4 quarters. The position peaked at $1.07M in Q1 2023. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Forza Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Forza Wealth Management sold 14,000 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $1.01M.
Forza Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 4 quarters.
Forza Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.07M in Q1 2023.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.