LifePro Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

LifePro Asset Management’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 Q3	–	Sell	-5,507	Closed	-$412K	–	156
2024 Q2	$412K	Hold	5,507	–	–	0.3%	73
2024 Q1	$415K	Hold	5,507	–	–	0.27%	82
2023 Q4	$421K	Sell	5,507 -487	-8%	-$35.7K	0.33%	68
2023 Q3	$433K	Buy	+5,994	New	+$443K	0.36%	57
2022 Q1	–	Sell	-9,065	Closed	-$794K	–	129
2021 Q4	$794K	Buy	9,065 +8	+0.1%	+$710	0.23%	46
2021 Q3	$810K	Buy	9,057 +5,853	+183%	+$530K	0.25%	39
2021 Q2	$288K	Buy	+3,204	New	+$286K	0.09%	72
2021 Q1	–	Sell	-4,610	Closed	-$428K	–	84
2020 Q4	$428K	Buy	+4,610	New	+$429K	0.13%	56

Other funds holding BIV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LifePro Asset Management's BIV Position: Q3 2024 in Review

LifePro Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 5,507 shares — an estimated $412K sold.

LifePro Asset Management first reported a position in BIV in Q4 2020 and held it in 8 quarters. The position peaked at $810K in Q3 2021. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

LifePro Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
LifePro Asset Management sold 5,507 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $412K.
LifePro Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 8 quarters.
LifePro Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $810K in Q3 2021.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.