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Intelligent Financial Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Intelligent Financial Strategies’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
2022
Q1 		– Sell
-9,435
Closed -$827K – 112
2021
Q4 		$827K Buy
+9,435
New +$837K 0.74% 28

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Intelligent Financial Strategies's BIV Position: Q1 2022 in Review

Intelligent Financial Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 9,435 shares — an estimated $827K sold.

Intelligent Financial Strategies first reported a position in BIV in Q4 2021 and held it in 1 quarter. The position peaked at $827K in Q4 2021. 715 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

  • Intelligent Financial Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 9,435 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $827K.
  • Intelligent Financial Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Intelligent Financial Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $827K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Intelligent Financial Strategies's 13F filing for Q1 2022, filed 25 Apr 2022.