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Horan Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Horan Securities’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
Q3 		– Sell
-116
Closed -$8.75K – 159
2023
Q2 		$8.75K Hold
116
– – ﹤0.01% 413
2023
Q1 		$8.87K Buy
+116
New +$8.79K ﹤0.01% 402
2017
Q4 		– Sell
-224
Closed -$18.9K – 201
2017
Q3 		$19K Hold
224
– – 0.02% 78
2017
Q2 		$19K Hold
224
– – 0.02% 75
2017
Q1 		$19K Buy
+224
New +$18.6K 0.02% 70
2016
Q4 		– Sell
-224
Closed -$20K – 42
2016
Q3 		$20K Buy
+224
New +$19.7K 0.03% 59

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horan Securities's BIV Position: Q3 2023 in Review

Horan Securities sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 116 shares — an estimated $8.75K sold.

Horan Securities first reported a position in BIV in Q3 2016 and held it in 6 quarters. The position peaked at $20K in Q3 2016. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Horan Securities reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 116 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $8.75K.
  • Horan Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 6 quarters.
  • Horan Securities's Vanguard Intermediate-Term Bond ETF position peaked at $20K in Q3 2016.
  • 722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.