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

Luminvest 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
2024
Q3 		– Sell
-5,209
Closed -$390K – 35
2024
Q2 		$390K Buy
+5,209
New +$387K 0.18% 24

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Luminvest Wealth Management's BIV Position: Q3 2024 in Review

Luminvest Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 5,209 shares — an estimated $390K sold.

Luminvest Wealth Management first reported a position in BIV in Q2 2024 and held it in 1 quarter. The position peaked at $390K in Q2 2024. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Luminvest Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Luminvest Wealth Management sold 5,209 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $390K.
  • Luminvest Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 1 quarter.
  • Luminvest Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $390K in Q2 2024.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Luminvest Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.