H&H Retirement Design & Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

H&H Retirement Design & 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 Q1	–	Sell	-3,142	Closed	-$241K	–	57
2022 Q4	$241K	Sell	3,142 -410	-12%	-$30.4K	0.2%	66
2022 Q3	$257K	Buy	3,552 +2	+0.1%	+$155	0.24%	61
2022 Q2	$284K	Buy	+3,550	New	+$278K	0.21%	65
2022 Q1	–	Sell	-7,782	Closed	-$655K	–	57
2021 Q4	$655K	Sell	7,782 -35,954	-82%	-$3.19M	0.41%	44
2021 Q3	$3.88M	Sell	43,736 -130	-0.3%	-$11.8K	2.39%	20
2021 Q2	$3.98M	Sell	43,866 -1,763	-4%	-$157K	2.44%	20
2021 Q1	$4.08M	Buy	+45,629	New	+$4.14M	2.45%	19
2020 Q3	$3.73M	Sell	39,845 -5,327	-12%	-$499K	2.93%	17
2020 Q2	$4.21M	Buy	45,172 +357	+0.8%	+$32.7K	3.73%	10
2020 Q1	$4M	Buy	+44,815	New	+$3.98M	3.8%	11

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

H&H Retirement Design & Management's BIV Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 3,142 shares — an estimated $241K sold.

H&H Retirement Design & Management first reported a position in BIV in Q1 2020 and held it in 10 quarters. The position peaked at $4.21M in Q2 2020. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

H&H Retirement Design & Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 3,142 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $241K.
H&H Retirement Design & Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 10 quarters.
H&H Retirement Design & Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.21M in Q2 2020.
703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.