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

IAG Wealth 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 Q4	–	Sell	-53	Closed	-$4.15K	–	508
2024 Q3	$4.15K	Hold	53	–	–	﹤0.01%	419
2024 Q2	$3.97K	Buy	+53	New	+$3.94K	﹤0.01%	412
2023 Q1	–	Sell	-475	Closed	-$35.3K	–	455
2022 Q4	$35.3K	Buy	+475	New	+$35.2K	0.01%	166

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

IAG Wealth Partners's BIV Position: Q4 2024 in Review

IAG Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 53 shares — an estimated $4.15K sold.

IAG Wealth Partners first reported a position in BIV in Q4 2022 and held it in 3 quarters. The position peaked at $35.3K in Q4 2022. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

IAG Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 53 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $4.15K.
IAG Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 3 quarters.
IAG Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $35.3K in Q4 2022.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.