Madrona Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Madrona Financial Services’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 Q4	–	Sell	-26,595	Closed	-$1.92M	–	86
2023 Q3	$1.92M	Buy	26,595 +19,996	+303%	+$1.48M	0.88%	24
2023 Q2	$496K	Buy	+6,599	New	+$503K	0.24%	57
2017 Q1	–	Sell	-6,670	Closed	-$554K	–	35
2016 Q4	$554K	Sell	6,670 -950	-12%	-$80.7K	0.61%	25
2016 Q3	$668K	Sell	7,620 -260	-3%	-$22.8K	0.71%	23
2016 Q2	$694K	Buy	7,880 +165	+2%	+$14.3K	0.74%	23
2016 Q1	$666K	Buy	+7,715	New	+$654K	0.69%	24

Other funds holding BIV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Madrona Financial Services's BIV Position: Q4 2023 in Review

Madrona Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 26,595 shares — an estimated $1.92M sold.

Madrona Financial Services first reported a position in BIV in Q1 2016 and held it in 6 quarters. The position peaked at $1.92M in Q3 2023. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Madrona Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Madrona Financial Services sold 26,595 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $1.92M.
Madrona Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 6 quarters.
Madrona Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $1.92M in Q3 2023.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Madrona Financial Services's 13F filing for Q4 2023, filed 25 Jan 2024.