Parisi Gray Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Parisi Gray Wealth Management’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 Q3	–	Sell	-1,714	Closed	-$154K	–	181
2021 Q2	$154K	Buy	+1,714	New	+$153K	0.06%	146
2019 Q2	–	Sell	-107	Closed	-$9K	–	152
2019 Q1	$9K	Hold	107	–	–	0.01%	387
2018 Q4	$9K	Hold	107	–	–	0.01%	401
2018 Q3	$9K	Hold	107	–	–	0.01%	417
2018 Q2	$9K	Hold	107	–	–	0.01%	424
2018 Q1	$9K	Buy	+107	New	+$8.78K	0.01%	447

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parisi Gray Wealth Management's BIV Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2021, closing a stake of 1,714 shares — an estimated $154K sold.

Parisi Gray Wealth Management first reported a position in BIV in Q1 2018 and held it in 6 quarters. The position peaked at $154K in Q2 2021. 639 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,714 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $154K.
Parisi Gray Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 6 quarters.
Parisi Gray Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $154K in Q2 2021.
639 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.