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Mosaic Family Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mosaic Family Wealth 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
2024
Q2 		– Sell
-4,130
Closed -$311K – 194
2024
Q1 		$311K Hold
4,130
– – 0.05% 154
2023
Q4 		$315K Buy
+4,130
New +$302K 0.05% 141

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Northwestern Mutual Wealth Management
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Bank of America
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mosaic Family Wealth Partners's BIV Position: Q2 2024 in Review

Mosaic Family Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 4,130 shares — an estimated $311K sold.

Mosaic Family Wealth Partners first reported a position in BIV in Q4 2023 and held it in 2 quarters. The position peaked at $315K in Q4 2023. 827 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Mosaic Family Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 4,130 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $311K.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 2 quarters.
  • Mosaic Family Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $315K in Q4 2023.
  • 827 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2024, filed 6 Aug 2024.