Moss Adams Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Moss Adams Wealth Advisors’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	-954	Closed	-$69K	–	124
2023 Q3	$69K	Buy	+954	New	+$70.6K	0.02%	114
2023 Q1	–	Sell	-1,079	Closed	-$80.2K	–	183
2022 Q4	$80.2K	Buy	+1,079	New	+$80K	0.04%	115

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

Moss Adams Wealth Advisors's BIV Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 954 shares — an estimated $69K sold.

Moss Adams Wealth Advisors first reported a position in BIV in Q4 2022 and held it in 2 quarters. The position peaked at $80.2K in Q4 2022. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 954 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $69K.
Moss Adams Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 2 quarters.
Moss Adams Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $80.2K in Q4 2022.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.