Hill Investment Group Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hill Investment Group 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
2024 Q2	–	Sell	-10,174	Closed	-$767K	–	72
2024 Q1	$767K	Hold	10,174	–	–	0.11%	38
2023 Q4	$777K	Hold	10,174	–	–	0.11%	38
2023 Q3	$736K	Hold	10,174	–	–	0.12%	35
2023 Q2	$765K	Hold	10,174	–	–	0.14%	32
2023 Q1	$781K	Hold	10,174	–	–	0.15%	30
2022 Q4	$756K	Hold	10,174	–	–	0.18%	28
2022 Q3	$748K	Hold	10,174	–	–	0.22%	29
2022 Q2	$790K	Buy	+10,174	New	+$798K	0.22%	28

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hill Investment Group Partners's BIV Position: Q2 2024 in Review

Hill Investment Group Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 10,174 shares — an estimated $767K sold.

Hill Investment Group Partners first reported a position in BIV in Q2 2022 and held it in 8 quarters. The position peaked at $790K in Q2 2022. 827 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

Hill Investment Group Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Hill Investment Group Partners sold 10,174 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $767K.
Hill Investment Group Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 8 quarters.
Hill Investment Group Partners's Vanguard Intermediate-Term Bond ETF position peaked at $790K in Q2 2022.
827 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Hill Investment Group Partners's 13F filing for Q2 2024, filed 5 Aug 2024.