Peachtree Investment Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Peachtree Investment Partners’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 Q2	–	Sell	-2,049	Closed	-$182K	–	94
2021 Q1	$182K	Sell	2,049 -2,741	-57%	-$249K	0.1%	72
2020 Q4	$445K	Sell	4,790 -3,954	-45%	-$368K	0.26%	50
2020 Q3	$817K	Buy	8,744 +1,039	+13%	+$97.3K	0.56%	31
2020 Q2	$718K	Buy	+7,705	New	+$705K	0.59%	31

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Peachtree Investment Partners's BIV Position: Q2 2021 in Review

Peachtree Investment Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 2,049 shares — an estimated $182K sold.

Peachtree Investment Partners first reported a position in BIV in Q2 2020 and held it in 4 quarters. The position peaked at $817K in Q3 2020. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Peachtree Investment Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Peachtree Investment Partners sold 2,049 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $182K.
Peachtree Investment Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 4 quarters.
Peachtree Investment Partners's Vanguard Intermediate-Term Bond ETF position peaked at $817K in Q3 2020.
638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Peachtree Investment Partners's 13F filing for Q2 2021, filed 27 Jul 2021.