Jackson Grant Investment Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jackson Grant Investment Advisers’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 Q2	–	Sell	-700	Closed	-$53.7K	–	425
2023 Q1	$53.7K	Hold	700	–	–	0.03%	177
2022 Q4	$52K	Hold	700	–	–	0.03%	179
2022 Q3	$51K	Hold	700	–	–	0.03%	169
2022 Q2	$54K	Hold	700	–	–	0.03%	172
2022 Q1	$57K	Buy	+700	New	+$59.1K	0.02%	183
2021 Q4	–	Sell	-700	Closed	-$63K	–	284
2021 Q3	$63K	Hold	700	–	–	0.03%	182
2021 Q2	$63K	Sell	700 -250	-26%	-$22.3K	0.03%	180
2021 Q1	$84K	Hold	950	–	–	0.04%	151
2020 Q4	$88K	Buy	+950	New	+$88.5K	0.04%	142

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Grant Investment Advisers's BIV Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 700 shares — an estimated $53.7K sold.

Jackson Grant Investment Advisers first reported a position in BIV in Q4 2020 and held it in 9 quarters. The position peaked at $88K in Q4 2020. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Jackson Grant Investment Advisers reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 700 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $53.7K.
Jackson Grant Investment Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 9 quarters.
Jackson Grant Investment Advisers's Vanguard Intermediate-Term Bond ETF position peaked at $88K in Q4 2020.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.