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

Latitude 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 Q4	–	Sell	-3,234	Closed	-$253K	–	188
2024 Q3	$253K	Buy	3,234 +1	+0%	+$77	0.14%	155
2024 Q2	$242K	Buy	3,233 +451	+16%	+$33.5K	0.15%	148
2024 Q1	$210K	Sell	2,782 -546	-16%	-$41.2K	0.13%	170
2023 Q4	$254K	Buy	+3,328	New	+$244K	0.18%	132
2021 Q2	–	Sell	-8,453	Closed	-$750K	–	167
2021 Q1	$750K	Buy	8,453 +1,918	+29%	+$174K	0.61%	34
2020 Q4	$607K	Buy	+6,535	New	+$609K	0.54%	45

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

Latitude Advisors's BIV Position: Q4 2024 in Review

Latitude Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 3,234 shares — an estimated $253K sold.

Latitude Advisors first reported a position in BIV in Q4 2020 and held it in 6 quarters. The position peaked at $750K in Q1 2021. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Latitude Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Latitude Advisors sold 3,234 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $253K.
Latitude Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 6 quarters.
Latitude Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $750K in Q1 2021.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Latitude Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.