PWM
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Paulson Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Paulson 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
Q4 		– Sell
-61,009
Closed -$5.46M – 92
2021
Q3 		$5.46M Sell
61,009
-29,304
-32% -$2.65M 2.59% 9
2021
Q2 		$8.13M Buy
90,313
+305
+0.3% +$27.2K 3.93% 7
2021
Q1 		$8.04M Buy
90,008
+750
+0.8% +$68.1K 4% 8
2020
Q4 		$8.29M Buy
+89,258
New +$8.31M 4.83% 6
2018
Q4 		– Sell
-10,661
Closed -$850K – 117
2018
Q3 		$850K Sell
10,661
-1,547
-13% -$125K 0.76% 34
2018
Q2 		$988K Sell
12,208
-642
-5% -$51.9K 0.98% 28
2018
Q1 		$1.05M Buy
12,850
+656
+5% +$53.8K 1.05% 28
2017
Q4 		$1.02M Buy
+12,194
New +$1.03M 0.9% 28

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return