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

HB 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
2024 Q1	–	Sell	-5,863	Closed	-$448K	–	852
2023 Q4	$448K	Sell	5,863 -405	-6%	-$29.7K	0.01%	493
2023 Q3	$453K	Buy	6,268 +3,342	+114%	+$247K	0.01%	460
2023 Q2	$220K	Sell	2,926 -330	-10%	-$25.1K	﹤0.01%	646
2023 Q1	$250K	Sell	3,256 -755	-19%	-$57.2K	﹤0.01%	592
2022 Q4	$298K	Sell	4,011 -1,155	-22%	-$85.6K	0.01%	518
2022 Q3	$380K	Sell	5,166 -1,055	-17%	-$81.6K	0.01%	394
2022 Q2	$483K	Sell	6,221 -1,995	-24%	-$156K	0.01%	347
2022 Q1	$673K	Sell	8,216 -551	-6%	-$46.5K	0.01%	309
2021 Q4	$768K	Buy	+8,767	New	+$778K	0.02%	262

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

HB Wealth Management's BIV Position: Q1 2024 in Review

HB Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 5,863 shares — an estimated $448K sold.

HB Wealth Management first reported a position in BIV in Q4 2021 and held it in 9 quarters. The position peaked at $768K in Q4 2021. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

HB Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
HB Wealth Management sold 5,863 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $448K.
HB Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 9 quarters.
HB Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $768K in Q4 2021.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on HB Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.