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

Hyperion 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 Q3	$7.69M	Buy	98,095 +3,112	+3%	+$240K	4.91%	8
2024 Q2	$7.11M	Buy	94,983 +3,483	+4%	+$259K	5.08%	7
2024 Q1	$6.9M	Buy	91,500 +3,168	+4%	+$239K	5.05%	8
2023 Q4	$6.75M	Buy	88,332 +1,157	+1%	+$84.7K	5.34%	7
2023 Q3	$6.3M	Buy	87,175 +3,155	+4%	+$233K	5.44%	7
2023 Q2	$6.32M	Buy	84,020 +2,684	+3%	+$204K	5.33%	8
2023 Q1	$6.24M	Buy	81,336 +1,390	+2%	+$105K	5.61%	8
2022 Q4	$5.94M	Buy	+79,946	New	+$5.92M	5.68%	7

Other funds holding BIV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Hyperion Partners's BIV Position: Q3 2024 in Review

Hyperion Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.3% in Q3 2024, buying an estimated $240K and bringing the position to 98,095 shares worth $7.69M. The position accounts for 4.91% of the portfolio, ranked #8.

Hyperion Partners first reported a position in BIV in Q4 2022 and has held it in 8 quarters since. 856 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

Hyperion Partners held 98,095 shares of Vanguard Intermediate-Term Bond ETF worth $7.69M as of Q3 2024.
Hyperion Partners bought 3,112 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $240K.
Vanguard Intermediate-Term Bond ETF made up 4.91% of Hyperion Partners's portfolio in Q3 2024, its #8 holding.
Hyperion Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 8 quarters since.
856 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.