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

Peninsula 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
2024 Q4	$619K	Hold	8,286	–	–	0.11%	65
2024 Q3	$640K	Hold	8,286	–	–	0.11%	62
2024 Q2	$629K	Hold	8,286	–	–	0.12%	55
2024 Q1	$625K	Buy	8,286 +2,184	+36%	+$165K	0.12%	55
2023 Q4	$466K	Hold	6,102	–	–	0.1%	59
2023 Q3	$434K	Hold	6,102	–	–	0.1%	49
2023 Q2	$459K	Hold	6,102	–	–	0.12%	45
2023 Q1	$468K	Hold	6,102	–	–	0.14%	43
2022 Q4	$454K	Hold	6,102	–	–	0.14%	41
2022 Q3	$448K	Hold	6,102	–	–	0.16%	40
2022 Q2	$474K	Hold	6,102	–	–	0.16%	36
2022 Q1	$500K	Hold	6,102	–	–	0.14%	34
2021 Q4	$535K	Buy	+6,102	New	+$541K	0.14%	37
2020 Q4	–	Sell	-7,891	Closed	-$738K	–	22
2020 Q3	$738K	Buy	+7,891	New	+$739K	0.32%	23

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Peninsula Wealth's BIV Position: Q4 2024 in Review

Peninsula Wealth held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2024 at 8,286 shares worth $619K. The position accounts for 0.11% of the portfolio, ranked #65.

Peninsula Wealth first reported a position in BIV in Q3 2020 and has held it in 14 quarters since. The position peaked at $738K in Q3 2020. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Peninsula Wealth held 8,286 shares of Vanguard Intermediate-Term Bond ETF worth $619K as of Q4 2024.
Peninsula Wealth left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2024.
Vanguard Intermediate-Term Bond ETF made up 0.11% of Peninsula Wealth's portfolio in Q4 2024, its #65 holding.
Peninsula Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 14 quarters since.
Peninsula Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $738K in Q3 2020.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.