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

Insight 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
2023 Q3	–	Sell	-15,058	Closed	-$1.13M	–	70
2023 Q2	$1.13M	Sell	15,058 -2,831	-16%	-$216K	0.26%	28
2023 Q1	$1.37M	Sell	17,889 -35,435	-66%	-$2.68M	0.31%	22
2022 Q4	$3.96M	Sell	53,324 -178,736	-77%	-$13.2M	2.96%	10
2022 Q3	$17.1M	Buy	232,060 +3,698	+2%	+$286K	16.09%	1
2022 Q2	$17.7M	Buy	228,362 +6,100	+3%	+$478K	13.33%	2
2022 Q1	$18.2M	Buy	+222,262	New	+$18.8M	10.11%	3

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 Wealth Partners's BIV Position: Q3 2023 in Review

Insight Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 15,058 shares — an estimated $1.13M sold.

Insight Wealth Partners first reported a position in BIV in Q1 2022 and held it in 6 quarters. The position peaked at $18.2M in Q1 2022. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Insight Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Insight Wealth Partners sold 15,058 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $1.13M.
Insight Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 6 quarters.
Insight Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $18.2M in Q1 2022.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Insight Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.