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

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paulson Wealth Management's BIV Position: Q4 2021 in Review

Paulson Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 61,009 shares — an estimated $5.46M sold.

Paulson Wealth Management first reported a position in BIV in Q4 2017 and held it in 8 quarters. The position peaked at $8.29M in Q4 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Paulson Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Paulson Wealth Management sold 61,009 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $5.46M.
Paulson Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 8 quarters.
Paulson Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $8.29M in Q4 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Paulson Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.