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

Fullen Financial Group’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 Q1	$21.2M	Buy	275,356 +12,360	+5%	+$936K	11.45%	1
2022 Q4	$20.2M	Buy	262,996 +28,154	+12%	+$2.09M	11.47%	1
2022 Q3	$17.1M	Buy	234,842 +5,738	+3%	+$444K	10.89%	1
2022 Q2	$17.8M	Buy	229,104 +5,203	+2%	+$408K	11.46%	1
2022 Q1	$18.3M	Buy	223,901 +1,451	+0.7%	+$123K	10.7%	1
2021 Q4	$19.5M	Buy	222,450 +5,603	+3%	+$497K	10.87%	1
2021 Q3	$19.3M	Buy	216,847 +21,261	+11%	+$1.93M	11.02%	1
2021 Q2	$17.6M	Buy	195,586 +11,635	+6%	+$1.04M	10.36%	1
2021 Q1	$16.3M	Buy	183,951 +17,243	+10%	+$1.57M	10.44%	1
2020 Q4	$15.5M	Buy	166,708 +10,411	+7%	+$970K	10.5%	1
2020 Q3	$14.6M	Buy	156,297 +6,386	+4%	+$598K	11.13%	1
2020 Q2	$14M	Buy	+149,911	New	+$13.7M	11.59%	1

Other funds holding BIV

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

UCFA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

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

Fullen Financial Group's BIV Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.7% in Q1 2023, buying an estimated $936K and bringing the position to 275,356 shares worth $21.2M. The position accounts for 11.45% of the portfolio, ranked #1.

Fullen Financial Group first reported a position in BIV in Q2 2020 and has held it in 12 quarters since. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

Fullen Financial Group held 275,356 shares of Vanguard Intermediate-Term Bond ETF worth $21.2M as of Q1 2023.
Fullen Financial Group bought 12,360 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $936K.
Vanguard Intermediate-Term Bond ETF made up 11.45% of Fullen Financial Group's portfolio in Q1 2023, its #1 holding.
Fullen Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 12 quarters since.
703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.