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New Potomac Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

New Potomac 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
Q3 		$1.36M Buy
17,296
+1,552
+10% +$120K 0.7% 48
2024
Q2 		$1.18M Buy
15,744
+361
+2% +$26.8K 0.64% 50
2024
Q1 		$1.16M Buy
15,383
+545
+4% +$41.1K 0.64% 51
2023
Q4 		$1.13M Buy
14,838
+4,798
+48% +$351K 0.67% 50
2023
Q3 		$726K Sell
10,040
-174
-2% -$12.9K 0.5% 57
2023
Q2 		$768K Buy
10,214
+198
+2% +$15.1K 0.51% 56
2023
Q1 		$769K Buy
10,016
+626
+7% +$47.4K 0.53% 55
2022
Q4 		$698K Buy
9,390
+408
+5% +$30.2K 0.52% 55
2022
Q3 		$660K Hold
8,982
– – 0.56% 50
2022
Q2 		$697K Sell
8,982
-3,800
-30% -$298K 0.56% 48
2022
Q1 		$1.05M Sell
12,782
-687
-5% -$58K 0.74% 45
2021
Q4 		$1.18M Buy
13,469
+475
+4% +$42.1K 0.76% 45
2021
Q3 		$1.16M Sell
12,994
-2,311
-15% -$209K 0.8% 44
2021
Q2 		$1.38M Buy
15,305
+455
+3% +$40.6K 0.94% 39
2021
Q1 		$1.32M Buy
14,850
+1,470
+11% +$133K 0.97% 38
2020
Q4 		$1.24M Buy
13,380
+11,920
+816% +$1.11M 0.9% 43
2020
Q3 		$136K Hold
1,460
– – 0.11% 66
2020
Q2 		$136K Hold
1,460
– – 0.12% 70
2020
Q1 		$130K Hold
1,460
– – 0.14% 66
2019
Q4 		$127K Hold
1,460
– – 0.12% 73
2019
Q3 		$128K Hold
1,460
– – 0.13% 74
2019
Q2 		$126K Hold
1,460
– – 0.13% 73
2019
Q1 		$123K Hold
1,460
– – 0.12% 74
2018
Q4 		$119K Hold
1,460
– – 0.13% 76
2018
Q3 		$118K Sell
1,460
-900
-38% -$72.8K 0.11% 74
2018
Q2 		$191K Sell
2,360
-825
-26% -$66.6K 0.18% 60
2018
Q1 		$260K Sell
3,185
-50
-2% -$4.1K 0.26% 60
2017
Q4 		$271K Buy
+3,235
New +$273K 0.26% 60

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

New Potomac Partners's BIV Position: Q3 2024 in Review

New Potomac Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.9% in Q3 2024, buying an estimated $120K and bringing the position to 17,296 shares worth $1.36M. The position accounts for 0.7% of the portfolio, ranked #48.

New Potomac Partners first reported a position in BIV in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.38M in Q2 2021. 856 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • New Potomac Partners held 17,296 shares of Vanguard Intermediate-Term Bond ETF worth $1.36M as of Q3 2024.
  • New Potomac Partners bought 1,552 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $120K.
  • Vanguard Intermediate-Term Bond ETF made up 0.7% of New Potomac Partners's portfolio in Q3 2024, its #48 holding.
  • New Potomac Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • New Potomac Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.38M in Q2 2021.
  • 856 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.