Householder Group Estate & Retirement Specialist’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-4,042	Closed	-$316K	–	602
2024 Q3	$316K	Buy	4,042 +12	+0.3%	+$925	0.09%	186
2024 Q2	$301K	Buy	4,030 +11	+0.3%	+$817	0.08%	187
2024 Q1	$303K	Sell	4,019 -72	-2%	-$5.43K	0.09%	186
2023 Q4	$312K	Buy	4,091 +279	+7%	+$20.4K	0.1%	178
2023 Q3	$276K	Buy	+3,812	New	+$282K	0.1%	176
2023 Q1	$351K	Buy	+4,575	New	+$346K	0.13%	149
2022 Q4	–	Sell	-4,661	Closed	-$342K	–	402
2022 Q3	$342K	Buy	4,661 +26	+0.6%	+$2.01K	0.14%	141
2022 Q2	$360K	Buy	4,635 +6	+0.1%	+$470	0.16%	135
2022 Q1	$379K	Buy	4,629 +34	+0.7%	+$2.87K	0.15%	139
2021 Q4	$403K	Buy	+4,595	New	+$408K	0.15%	142

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Goldman Sachs New York $871B AUM 31.28% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BIV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 4,042 shares — an estimated $316K sold.

Householder Group Estate & Retirement Specialist first reported a position in BIV in Q4 2021 and held it in 10 quarters. The position peaked at $403K in Q4 2021. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,042 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $316K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Intermediate-Term Bond ETF position peaked at $403K in Q4 2021.
933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.