Level Four Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Level Four Financial’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
2021 Q3	$217K	Sell	2,430 -47	-2%	-$4.26K	0.09%	263
2021 Q2	$223K	Buy	2,477 +218	+10%	+$19.5K	0.09%	270
2021 Q1	$200K	Buy	+2,259	New	+$205K	0.09%	259

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Level Four Financial's BIV Position: Q3 2021 in Review

Level Four Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.9% in Q3 2021, selling an estimated $4.26K and leaving 2,430 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #263.

Level Four Financial first reported a position in BIV in Q1 2021 and has held it in 3 quarters since. The position peaked at $223K in Q2 2021. 640 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

Level Four Financial held 2,430 shares of Vanguard Intermediate-Term Bond ETF worth $217K as of Q3 2021.
Level Four Financial sold 47 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $4.26K.
Vanguard Intermediate-Term Bond ETF made up 0.09% of Level Four Financial's portfolio in Q3 2021, its #263 holding.
Level Four Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 3 quarters since.
Level Four Financial's Vanguard Intermediate-Term Bond ETF position peaked at $223K in Q2 2021.
640 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.