Journey Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Journey Advisory Group’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 Q1	–	Sell	-4,627	Closed	-$344K	–	235
2022 Q4	$344K	Sell	4,627 -4,875	-51%	-$361K	0.09%	160
2022 Q3	$698K	Sell	9,502 -2,590	-21%	-$200K	0.18%	109
2022 Q2	$967K	Sell	12,092 -2,884	-19%	-$226K	0.22%	98
2022 Q1	$1.23M	Sell	14,976 -455	-3%	-$38.4K	0.31%	78
2021 Q4	$1.35M	Sell	15,431 -265	-2%	-$23.5K	0.37%	61
2021 Q3	$1.4M	Buy	15,696 +1,217	+8%	+$110K	0.45%	55
2021 Q2	$1.3M	Sell	14,479 -342	-2%	-$30.5K	0.41%	63
2021 Q1	$1.31M	Buy	14,821 +1,623	+12%	+$147K	0.46%	60
2020 Q4	$1.23M	Buy	+13,198	New	+$1.23M	0.46%	57

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

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

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

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

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

Journey Advisory Group's BIV Position: Q1 2023 in Review

Journey Advisory Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2023, closing a stake of 4,627 shares — an estimated $344K sold.

Journey Advisory Group first reported a position in BIV in Q4 2020 and held it in 9 quarters. The position peaked at $1.4M in Q3 2021. 703 funds tracked by Wall St. Rank hold BIV as of Q1 2023.

Journey Advisory Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Journey Advisory Group sold 4,627 Vanguard Intermediate-Term Bond ETF shares in Q1 2023, an estimated $344K.
Journey Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 9 quarters.
Journey Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.4M in Q3 2021.
703 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2023.

Based on Journey Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.