Loveless Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Loveless Wealth 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
2022 Q2	$2.56M	Sell	32,950 -420	-1%	-$32.9K	1.68%	15
2022 Q1	$2.73M	Sell	33,370 -1,110	-3%	-$93.7K	1.54%	16
2021 Q4	$3.02M	Buy	34,480 +282	+0.8%	+$25K	1.66%	15
2021 Q3	$3.06M	Buy	34,198 +660	+2%	+$59.8K	1.86%	10
2021 Q2	$3.02M	Sell	33,538 -415	-1%	-$37.1K	1.83%	11
2021 Q1	$3.01M	Buy	33,953 +2,180	+7%	+$198K	1.99%	10
2020 Q4	$2.95M	Buy	31,773 +3,195	+11%	+$298K	2.18%	8
2020 Q3	$2.67M	Buy	28,578 +19,923	+230%	+$1.87M	2.25%	8
2020 Q2	$807K	Buy	+8,655	New	+$792K	0.75%	48
2020 Q1	–	Sell	-3,300	Closed	-$290K	–	98
2019 Q4	$290K	Buy	+3,300	New	+$289K	0.25%	95

Other funds holding BIV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Loveless Wealth Management's BIV Position: Q2 2022 in Review

Loveless Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q2 2022, selling an estimated $32.9K and leaving 32,950 shares worth $2.56M. The position accounts for 1.68% of the portfolio, ranked #15.

Loveless Wealth Management first reported a position in BIV in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.06M in Q3 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Loveless Wealth Management held 32,950 shares of Vanguard Intermediate-Term Bond ETF worth $2.56M as of Q2 2022.
Loveless Wealth Management sold 420 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $32.9K.
Vanguard Intermediate-Term Bond ETF made up 1.68% of Loveless Wealth Management's portfolio in Q2 2022, its #15 holding.
Loveless Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 10 quarters since.
Loveless Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.06M in Q3 2021.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.