Insight Folios’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Insight Folios’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
2023 Q3	–	Sell	-2,886	Closed	-$217K	–	113
2023 Q2	$217K	Sell	2,886 -111	-4%	-$8.45K	0.09%	106
2023 Q1	$230K	Sell	2,997 -211	-7%	-$16K	0.1%	102
2022 Q4	$238K	Sell	3,208 -2,141	-40%	-$159K	0.11%	99
2022 Q3	$393K	Buy	5,349 +12	+0.2%	+$928	0.2%	46
2022 Q2	$414K	Sell	5,337 -2,372	-31%	-$186K	0.2%	55
2022 Q1	$631K	Sell	7,709 -1,681	-18%	-$142K	0.28%	41
2021 Q4	$823K	Buy	9,390 +256	+3%	+$22.7K	0.39%	38
2021 Q3	$817K	Buy	9,134 +17	+0.2%	+$1.54K	0.45%	37
2021 Q2	$820K	Sell	9,117 -592	-6%	-$52.9K	0.48%	32
2021 Q1	$862K	Sell	9,709 -33	-0.3%	-$3K	0.59%	32
2020 Q4	$905K	Sell	9,742 -394	-4%	-$36.7K	0.67%	34
2020 Q3	$947K	Buy	10,136 +84	+0.8%	+$7.87K	0.88%	34
2020 Q2	$937K	Sell	10,052 -3,532	-26%	-$323K	0.9%	34
2020 Q1	$1.21M	Buy	13,584 +8,328	+158%	+$739K	1.39%	31
2019 Q4	$458K	Buy	+5,256	New	+$460K	0.41%	34

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Insight Folios's BIV Position: Q3 2023 in Review

Insight Folios sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 2,886 shares — an estimated $217K sold.

Insight Folios first reported a position in BIV in Q4 2019 and held it in 15 quarters. The position peaked at $1.21M in Q1 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Insight Folios reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Insight Folios sold 2,886 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $217K.
Insight Folios first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 15 quarters.
Insight Folios's Vanguard Intermediate-Term Bond ETF position peaked at $1.21M in Q1 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Insight Folios's 13F filing for Q3 2023, filed 11 Oct 2023.