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Pasadena Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pasadena Private Wealth’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
2023
Q3 		– Sell
-9,748
Closed -$733K – 107
2023
Q2 		$733K Buy
+9,748
New +$742K 0.21% 39
2022
Q4 		– Sell
-24,634
Closed -$1.81M – 112
2022
Q3 		$1.81M Buy
24,634
+1,385
+6% +$107K 0.64% 20
2022
Q2 		$1.8M Buy
23,249
+6,499
+39% +$510K 0.62% 22
2022
Q1 		$1.37M Buy
16,750
+2,529
+18% +$214K 0.45% 24
2021
Q4 		$1.25M Buy
14,221
+154
+1% +$13.7K 0.41% 33
2021
Q3 		$1.26M Sell
14,067
-53,088
-79% -$4.81M 0.44% 29
2021
Q2 		$6.04M Buy
+67,155
New +$6M 2.07% 12

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Bank of America
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return