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

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pasadena Private Wealth's BIV Position: Q3 2023 in Review

Pasadena Private Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 9,748 shares — an estimated $733K sold.

Pasadena Private Wealth first reported a position in BIV in Q2 2021 and held it in 7 quarters. The position peaked at $6.04M in Q2 2021. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Pasadena Private Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Pasadena Private Wealth sold 9,748 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $733K.
Pasadena Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 7 quarters.
Pasadena Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $6.04M in Q2 2021.
722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Pasadena Private Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.