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

Meritas 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
2023
Q4 		– Sell
-18,288
Closed -$1.32M – 51
2023
Q3 		$1.32M Buy
18,288
+132
+0.7% +$9.76K 1.01% 15
2023
Q2 		$1.37M Sell
18,156
-215
-1% -$16.4K 1.03% 15
2023
Q1 		$1.41M Buy
18,371
+10
+0.1% +$757 1.11% 13
2022
Q4 		$1.36M Buy
+18,361
New +$1.36M 1.13% 13

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Ameriprise
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

Meritas Wealth Management's BIV Position: Q4 2023 in Review

Meritas Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 18,288 shares — an estimated $1.32M sold.

Meritas Wealth Management first reported a position in BIV in Q4 2022 and held it in 4 quarters. The position peaked at $1.41M in Q1 2023. 823 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Meritas Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Meritas Wealth Management sold 18,288 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $1.32M.
  • Meritas Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 4 quarters.
  • Meritas Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.41M in Q1 2023.
  • 823 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Meritas Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.