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

FourThought Financial’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 Q3	$661K	Hold	9,002	–	–	0.1%	143
2022 Q2	$699K	Hold	9,002	–	–	0.1%	142
2022 Q1	$737K	Hold	9,002	–	–	0.09%	147
2021 Q4	$789K	Hold	9,002	–	–	0.1%	140
2021 Q3	$805K	Hold	9,002	–	–	0.11%	144
2021 Q2	$809K	Hold	9,002	–	–	0.11%	156
2021 Q1	$798K	Hold	9,002	–	–	0.12%	144
2020 Q4	$835K	Buy	+9,002	New	+$838K	0.13%	128

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

UCFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FourThought Financial's BIV Position: Q3 2022 in Review

FourThought Financial held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2022 at 9,002 shares worth $661K. The position accounts for 0.1% of the portfolio, ranked #143.

FourThought Financial first reported a position in BIV in Q4 2020 and has held it in 8 quarters since. The position peaked at $835K in Q4 2020. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

FourThought Financial held 9,002 shares of Vanguard Intermediate-Term Bond ETF worth $661K as of Q3 2022.
FourThought Financial left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2022.
Vanguard Intermediate-Term Bond ETF made up 0.1% of FourThought Financial's portfolio in Q3 2022, its #143 holding.
FourThought Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Intermediate-Term Bond ETF position peaked at $835K in Q4 2020.
657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.