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Lockerman Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lockerman Financial Group’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
-2,676
Closed -$201K – 81
2023
Q2 		$201K Buy
+2,676
New +$204K 0.56% 71

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Goldman Sachs
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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

Lockerman Financial Group's BIV Position: Q3 2023 in Review

Lockerman Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 2,676 shares — an estimated $201K sold.

Lockerman Financial Group first reported a position in BIV in Q2 2023 and held it in 1 quarter. The position peaked at $201K in Q2 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Lockerman Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 2,676 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $201K.
  • Lockerman Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Lockerman Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $201K in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Lockerman Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.