Kowal Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kowal Investment 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 Q2	–	Sell	-2,620	Closed	-$201K	–	159
2023 Q1	$201K	Buy	+2,620	New	+$198K	0.06%	154
2022 Q3	–	Sell	-2,571	Closed	-$200K	–	145
2022 Q2	$200K	Buy	2,571 +15	+0.6%	+$1.18K	0.07%	136
2022 Q1	$209K	Buy	2,556 +8	+0.3%	+$675	0.06%	122
2021 Q4	$223K	Sell	2,548 -32	-1%	-$2.84K	0.07%	104
2021 Q3	$231K	Buy	2,580 +14	+0.5%	+$1.27K	0.07%	90
2021 Q2	$231K	Buy	2,566 +22	+0.9%	+$1.97K	0.08%	91
2021 Q1	$226K	Sell	2,544 -54	-2%	-$4.9K	0.09%	82
2020 Q4	$239K	Buy	+2,598	New	+$242K	0.11%	77

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

Kowal Investment Group's BIV Position: Q2 2023 in Review

Kowal Investment Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 2,620 shares — an estimated $201K sold.

Kowal Investment Group first reported a position in BIV in Q4 2020 and held it in 8 quarters. The position peaked at $239K in Q4 2020. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Kowal Investment Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Kowal Investment Group sold 2,620 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $201K.
Kowal Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 8 quarters.
Kowal Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $239K in Q4 2020.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Kowal Investment Group's 13F filing for Q2 2023, filed 18 Jul 2023.