Lake Street Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lake Street Private Wealth’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 Q2	–	Sell	-4,011	Closed	-$329K	–	303
2022 Q1	$329K	Hold	4,011	–	–	0.06%	236
2021 Q4	$351K	Sell	4,011 -35	-0.9%	-$3.1K	0.06%	235
2021 Q3	$362K	Buy	4,046 +74	+2%	+$6.7K	0.09%	172
2021 Q2	$357K	Buy	3,972 +786	+25%	+$70.2K	0.09%	164
2021 Q1	$283K	Buy	3,186 +995	+45%	+$90.4K	0.08%	178
2020 Q4	$203K	Buy	+2,191	New	+$204K	0.06%	189

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lake Street Private Wealth's BIV Position: Q2 2022 in Review

Lake Street Private Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 4,011 shares — an estimated $329K sold.

Lake Street Private Wealth first reported a position in BIV in Q4 2020 and held it in 6 quarters. The position peaked at $362K in Q3 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Lake Street Private Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 4,011 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $329K.
Lake Street Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 6 quarters.
Lake Street Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $362K in Q3 2021.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.