Paracle Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Paracle 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
2021 Q1	$712K	Buy	8,035 +3,635	+83%	+$330K	0.13%	57
2020 Q4	$408K	Hold	4,400	–	–	0.08%	79
2020 Q3	$411K	Hold	4,400	–	–	0.09%	70
2020 Q2	$410K	Hold	4,400	–	–	0.1%	67
2020 Q1	$393K	Buy	+4,400	New	+$390K	0.11%	61

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Paracle Advisors's BIV Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 83% in Q1 2021, buying an estimated $330K and bringing the position to 8,035 shares worth $712K. The position accounts for 0.13% of the portfolio, ranked #57.

Paracle Advisors first reported a position in BIV in Q1 2020 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

Paracle Advisors held 8,035 shares of Vanguard Intermediate-Term Bond ETF worth $712K as of Q1 2021.
Paracle Advisors bought 3,635 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $330K.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Paracle Advisors's portfolio in Q1 2021, its #57 holding.
Paracle Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 5 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.