NFP
BIV icon

Novak Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Novak Financial Planning’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
2021
Q2 		$7.73M Sell
85,965
-28
-0% -$2.5K 3.79% 5
2021
Q1 		$7.63M Buy
85,993
+3,323
+4% +$302K 4.19% 3
2020
Q4 		$7.68M Buy
+82,670
New +$7.7M 4.52% 3

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Novak Financial Planning's BIV Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.03% in Q2 2021, selling an estimated $2.5K and leaving 85,965 shares worth $7.73M. The position accounts for 3.79% of the portfolio, ranked #5.

Novak Financial Planning first reported a position in BIV in Q4 2020 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Novak Financial Planning held 85,965 shares of Vanguard Intermediate-Term Bond ETF worth $7.73M as of Q2 2021.
  • Novak Financial Planning sold 28 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $2.5K.
  • Vanguard Intermediate-Term Bond ETF made up 3.79% of Novak Financial Planning's portfolio in Q2 2021, its #5 holding.
  • Novak Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.