Milestone Advisory Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Milestone Advisory Partners’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 Q3	–	Sell	-2,695	Closed	-$211K	–	71
2022 Q2	$211K	Sell	2,695 -13,600	-83%	-$1.07M	0.17%	68
2022 Q1	$1.33M	Sell	16,295 -7,566	-32%	-$639K	0.72%	30
2021 Q4	$2.09M	Sell	23,861 -5,217	-18%	-$463K	1.06%	27
2021 Q3	$2.6M	Sell	29,078 -3,968	-12%	-$359K	1.53%	21
2021 Q2	$2.97M	Sell	33,046 -160,245	-83%	-$14.3M	1.57%	22
2021 Q1	$17.2M	Sell	193,291 -6,856	-3%	-$623K	9.18%	1
2020 Q4	$18.6M	Sell	200,147 -11,167	-5%	-$1.04M	10.6%	1
2020 Q3	$19.8M	Buy	211,314 +13,620	+7%	+$1.28M	12.29%	1
2020 Q2	$18.4M	Buy	+197,694	New	+$18.1M	10.83%	1

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

UCFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Milestone Advisory Partners's BIV Position: Q3 2022 in Review

Milestone Advisory Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 2,695 shares — an estimated $211K sold.

Milestone Advisory Partners first reported a position in BIV in Q2 2020 and held it in 9 quarters. The position peaked at $19.8M in Q3 2020. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Milestone Advisory Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Milestone Advisory Partners sold 2,695 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $211K.
Milestone Advisory Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 9 quarters.
Milestone Advisory Partners's Vanguard Intermediate-Term Bond ETF position peaked at $19.8M in Q3 2020.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Milestone Advisory Partners's 13F filing for Q3 2022, filed 12 Oct 2022.