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Northstar Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Northstar Advisory Group’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
Q1 		– Sell
-3,712
Closed -$284K – 94
2023
Q4 		$284K Buy
+3,712
New +$272K 0.17% 75
2021
Q1 		– Sell
-2,301
Closed -$214K – 103
2020
Q4 		$214K Buy
+2,301
New +$214K 0.18% 101

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Northstar Advisory Group's BIV Position: Q1 2024 in Review

Northstar Advisory Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 3,712 shares — an estimated $284K sold.

Northstar Advisory Group first reported a position in BIV in Q4 2020 and held it in 2 quarters. The position peaked at $284K in Q4 2023. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • Northstar Advisory Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Northstar Advisory Group sold 3,712 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $284K.
  • Northstar Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 2 quarters.
  • Northstar Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $284K in Q4 2023.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Northstar Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.