Lansing Street Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lansing Street Advisors’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	$64.6K	Buy	859 +7	+0.8%	+$533	0.04%	125
2023 Q1	$65.4K	Buy	852 +4	+0.5%	+$303	0.04%	128
2022 Q4	$63.1K	Sell	848 -56	-6%	-$4.15K	0.04%	128
2022 Q3	$66K	Sell	904 -696	-44%	-$53.8K	0.05%	113
2022 Q2	$124K	Buy	1,600 +5	+0.3%	+$392	0.1%	88
2022 Q1	$127K	Buy	+1,595	New	+$135K	0.08%	94

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

Lansing Street Advisors's BIV Position: Q2 2023 in Review

Lansing Street Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.82% in Q2 2023, buying an estimated $533 and bringing the position to 859 shares worth $64.6K. The position accounts for 0.04% of the portfolio, ranked #125.

Lansing Street Advisors first reported a position in BIV in Q1 2022 and has held it in 6 quarters since. The position peaked at $127K in Q1 2022. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Lansing Street Advisors held 859 shares of Vanguard Intermediate-Term Bond ETF worth $64.6K as of Q2 2023.
Lansing Street Advisors bought 7 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $533.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Lansing Street Advisors's portfolio in Q2 2023, its #125 holding.
Lansing Street Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 6 quarters since.
Lansing Street Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $127K in Q1 2022.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.