JT Stratford LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

JT Stratford LLC’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
2024 Q4	–	Sell	-4,683	Closed	-$367K	–	296
2024 Q3	$367K	Sell	4,683 -11,605	-71%	-$895K	0.06%	221
2024 Q2	$1.22M	Buy	16,288 +1,126	+7%	+$83.7K	0.23%	106
2024 Q1	$1.14M	Sell	15,162 -847	-5%	-$63.8K	0.23%	118
2023 Q4	$1.22M	Sell	16,009 -965	-6%	-$70.7K	0.28%	93
2023 Q3	$1.23M	Buy	+16,974	New	+$1.26M	0.32%	83
2022 Q2	–	Sell	-2,804	Closed	-$230K	–	212
2022 Q1	$230K	Sell	2,804 -1,819	-39%	-$154K	0.07%	188
2021 Q4	$405K	Buy	4,623 +135	+3%	+$12K	0.11%	152
2021 Q3	$401K	Buy	4,488 +1,160	+35%	+$105K	0.12%	142
2021 Q2	$299K	Buy	+3,328	New	+$297K	0.1%	169

Other funds holding BIV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

JT Stratford LLC's BIV Position: Q4 2024 in Review

JT Stratford LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 4,683 shares — an estimated $367K sold.

JT Stratford LLC first reported a position in BIV in Q2 2021 and held it in 9 quarters. The position peaked at $1.23M in Q3 2023. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

JT Stratford LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
JT Stratford LLC sold 4,683 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $367K.
JT Stratford LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 9 quarters.
JT Stratford LLC's Vanguard Intermediate-Term Bond ETF position peaked at $1.23M in Q3 2023.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on JT Stratford LLC's 13F filing for Q4 2024, filed 18 Feb 2025.