LFA
BIV icon

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

Legend Financial 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
Q3 		– Sell
-673
Closed -$50.6K – 191
2023
Q2 		$50.6K Hold
673
– – 0.04% 64
2023
Q1 		$51.6K Hold
673
– – 0.04% 63
2022
Q4 		$50K Hold
673
– – 0.04% 71
2022
Q3 		$49.5K Buy
+673
New +$52.1K 0.05% 62

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legend Financial Advisors's BIV Position: Q3 2023 in Review

Legend Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 673 shares — an estimated $50.6K sold.

Legend Financial Advisors first reported a position in BIV in Q3 2022 and held it in 4 quarters. The position peaked at $51.6K in Q1 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Legend Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 673 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $50.6K.
  • Legend Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and held it in 4 quarters.
  • Legend Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $51.6K in Q1 2023.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Legend Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.