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Narus Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Narus Financial 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
Q4 		– Sell
-2,819
Closed -$207K – 115
2022
Q3 		$207K Sell
2,819
-200
-7% -$15.5K 0.13% 110
2022
Q2 		$234K Buy
+3,019
New +$237K 0.15% 94

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Narus Financial Partners's BIV Position: Q4 2022 in Review

Narus Financial Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 2,819 shares — an estimated $207K sold.

Narus Financial Partners first reported a position in BIV in Q2 2022 and held it in 2 quarters. The position peaked at $234K in Q2 2022. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Narus Financial Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Narus Financial Partners sold 2,819 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $207K.
  • Narus Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 2 quarters.
  • Narus Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $234K in Q2 2022.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Narus Financial Partners's 13F filing for Q4 2022, filed 12 Oct 2023.