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

Imprint Wealth’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 Q1	$718K	Buy	+9,619	New	+$725K	0.17%	117

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

TLFA

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

Imprint Wealth's BIV Position: Q1 2024 in Review

Imprint Wealth opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024: 9,619 shares worth $718K. The stake represents 0.17% of the portfolio and ranks #117 among its holdings.

818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Imprint Wealth held 9,619 shares of Vanguard Intermediate-Term Bond ETF worth $718K as of Q1 2024.
Vanguard Intermediate-Term Bond ETF was a new Imprint Wealth position in Q1 2024.
Vanguard Intermediate-Term Bond ETF made up 0.17% of Imprint Wealth's portfolio in Q1 2024, its #117 holding.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.