ICA Group Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

ICA Group Wealth Management’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 Q2	$9.81K	Sell	131 -7,885	-98%	-$586K	0.01%	487
2024 Q1	$604K	Buy	8,016 +482	+6%	+$36.3K	0.12%	153
2023 Q4	$575K	Sell	7,534 -1,067	-12%	-$78.1K	0.13%	141
2023 Q3	$622K	Buy	8,601 +85	+1%	+$6.29K	0.17%	116
2023 Q2	$641K	Buy	8,516 +6,933	+438%	+$528K	0.16%	116
2023 Q1	$121K	Sell	1,583 -5,289	-77%	-$401K	0.03%	308
2022 Q4	$512K	Sell	6,872 -240	-3%	-$17.8K	0.12%	158
2022 Q3	$523K	Sell	7,112 -59	-0.8%	-$4.56K	0.11%	187
2022 Q2	$561K	Sell	7,171 -598	-8%	-$46.9K	0.1%	184
2022 Q1	$606K	Buy	+7,769	New	+$656K	0.12%	174

Other funds holding BIV

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

Goldman Sachs New York $871B AUM 31.28% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

ICA Group Wealth Management's BIV Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 98% in Q2 2024, selling an estimated $586K and leaving 131 shares worth $9.81K. The position accounts for 0.01% of the portfolio, ranked #487.

ICA Group Wealth Management first reported a position in BIV in Q1 2022 and has held it in 10 quarters since. The position peaked at $641K in Q2 2023. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

ICA Group Wealth Management held 131 shares of Vanguard Intermediate-Term Bond ETF worth $9.81K as of Q2 2024.
ICA Group Wealth Management sold 7,885 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $586K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #487 holding.
ICA Group Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $641K in Q2 2023.
826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.