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

Friedenthal 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	–	Sell	-2,735	Closed	-$212K	–	62
2022 Q2	$212K	Sell	2,735 -919	-25%	-$72.1K	0.14%	59
2022 Q1	$299K	Buy	3,654 +1,220	+50%	+$103K	0.18%	50
2021 Q4	$213K	Buy	2,434 +103	+4%	+$9.14K	0.13%	71
2021 Q3	$208K	Buy	+2,331	New	+$211K	0.12%	67
2021 Q1	–	Sell	-54,424	Closed	-$5.05M	–	51
2020 Q4	$5.05M	Buy	54,424 +7,089	+15%	+$660K	3.77%	12
2020 Q3	$4.42M	Buy	+47,335	New	+$4.43M	3.55%	16
2019 Q3	–	Sell	-40,502	Closed	-$3.5M	–	52
2019 Q2	$3.5M	Buy	+40,502	New	+$3.42M	3.01%	13

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

Friedenthal Financial's BIV Position: Q3 2022 in Review

Friedenthal Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 2,735 shares — an estimated $212K sold.

Friedenthal Financial first reported a position in BIV in Q2 2019 and held it in 7 quarters. The position peaked at $5.05M in Q4 2020. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Friedenthal Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Friedenthal Financial sold 2,735 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $212K.
Friedenthal Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 7 quarters.
Friedenthal Financial's Vanguard Intermediate-Term Bond ETF position peaked at $5.05M in Q4 2020.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Friedenthal Financial's 13F filing for Q3 2022, filed 25 Oct 2022.