Iron Horse Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Iron Horse 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
2022 Q3	–	Sell	-160	Closed	-$12K	–	151
2022 Q2	$12K	Hold	160	–	–	0.01%	118
2022 Q1	$13K	Hold	160	–	–	0.01%	120
2021 Q4	$14K	Hold	160	–	–	0.01%	111
2021 Q3	$14K	Hold	160	–	–	0.01%	101
2021 Q2	$14K	Hold	160	–	–	0.01%	105
2021 Q1	$14K	Hold	160	–	–	0.01%	96
2020 Q4	$15K	Buy	+160	New	+$14.9K	0.01%	95

Other funds holding BIV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Iron Horse Wealth Management's BIV Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 160 shares — an estimated $12K sold.

Iron Horse Wealth Management first reported a position in BIV in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q4 2020. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Iron Horse Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Iron Horse Wealth Management sold 160 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $12K.
Iron Horse Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 7 quarters.
Iron Horse Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $15K in Q4 2020.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.