Main Street Financial Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-2,885	Closed	-$226K	–	494
2024 Q3	$226K	Sell	2,885 -87	-3%	-$6.71K	0.02%	479
2024 Q2	$223K	Buy	2,972 +9	+0.3%	+$669	0.02%	491
2024 Q1	$223K	Sell	2,963 -524	-15%	-$39.5K	0.02%	468
2023 Q4	$266K	Sell	3,487 -45	-1%	-$3.3K	0.03%	389
2023 Q3	$255K	Sell	3,532 -94	-3%	-$6.95K	0.04%	379
2023 Q2	$273K	Buy	3,626 +6	+0.2%	+$457	0.04%	365
2023 Q1	$278K	Sell	3,620 -9	-0.2%	-$682	0.04%	363
2022 Q4	$270K	Sell	3,629 -1,349	-27%	-$100K	0.04%	353
2022 Q3	$366K	Sell	4,978 -2	-0%	-$155	0.06%	287
2022 Q2	$387K	Sell	4,980 -1,671	-25%	-$131K	0.05%	288
2022 Q1	$545K	Sell	6,651 -204	-3%	-$17.2K	0.08%	233
2021 Q4	$601K	Sell	6,855 -164	-2%	-$14.6K	0.09%	232
2021 Q3	$628K	Sell	7,019 -2,014	-22%	-$182K	0.1%	215
2021 Q2	$813K	Sell	9,033 -2,863	-24%	-$256K	0.13%	149
2021 Q1	$1.06M	Sell	11,896 -655	-5%	-$59.5K	0.19%	122
2020 Q4	$1.17M	Buy	+12,551	New	+$1.17M	0.24%	100

Other funds holding BIV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Main Street Financial Solutions's BIV Position: Q4 2024 in Review

Main Street Financial Solutions sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 2,885 shares — an estimated $226K sold.

Main Street Financial Solutions first reported a position in BIV in Q4 2020 and held it in 16 quarters. The position peaked at $1.17M in Q4 2020. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Main Street Financial Solutions reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Main Street Financial Solutions sold 2,885 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $226K.
Main Street Financial Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 16 quarters.
Main Street Financial Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $1.17M in Q4 2020.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Main Street Financial Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.