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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 – 160
2023
Q2 		$8.75K Hold
116
– – ﹤0.01% 413
2023
Q1 		$8.87K Buy
+116
New +$8.79K ﹤0.01% 402
2018
Q1 		– Hold
0
– – – 203
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

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Bank of America
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Baird Financial Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return