LaSalle St. Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

LaSalle St. Investment 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
2024 Q2	–	Sell	-8,056	Closed	-$607K	–	169
2024 Q1	$607K	Buy	8,056 +1,970	+32%	+$148K	0.34%	47
2023 Q4	$4.65M	Sell	6,086 -816	-12%	-$59.8K	0.31%	58
2023 Q3	$499K	Buy	6,902 +259	+4%	+$19.2K	0.24%	59
2023 Q2	$499K	Sell	6,643 -93	-1%	-$7.08K	0.22%	56
2023 Q1	$516K	Sell	6,736 -11,109	-62%	-$841K	0.23%	61
2022 Q4	$1.33M	Buy	+17,845	New	+$1.32M	0.63%	31

Other funds holding BIV

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LaSalle St. Investment Advisors's BIV Position: Q2 2024 in Review

LaSalle St. Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 8,056 shares — an estimated $607K sold.

LaSalle St. Investment Advisors first reported a position in BIV in Q4 2022 and held it in 6 quarters. The position peaked at $4.65M in Q4 2023. 827 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

LaSalle St. Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
LaSalle St. Investment Advisors sold 8,056 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $607K.
LaSalle St. Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 6 quarters.
LaSalle St. Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.65M in Q4 2023.
827 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.