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Hibernia Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hibernia Wealth Partners’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
Q4 		– Sell
-116
Closed -$8.39K – 95
2023
Q3 		$8.39K Buy
+116
New +$8.58K 0.01% 183

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Bank of America
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Northwestern Mutual Wealth Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Hibernia Wealth Partners's BIV Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 116 shares — an estimated $8.39K sold.

Hibernia Wealth Partners first reported a position in BIV in Q3 2023 and held it in 1 quarter. The position peaked at $8.39K in Q3 2023. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 116 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $8.39K.
  • Hibernia Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $8.39K in Q3 2023.
  • 822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.