Personal CFO Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-2,718	Closed	-$209K	–	477
2023 Q1	$209K	Buy	2,718 +6	+0.2%	+$454	0.04%	437
2022 Q4	$202K	Buy	+2,712	New	+$201K	0.04%	423
2022 Q3	–	Sell	-2,694	Closed	-$209K	–	421
2022 Q2	$209K	Sell	2,694 -43	-2%	-$3.37K	0.05%	383
2022 Q1	$224K	Buy	2,737 +4	+0.1%	+$338	0.04%	413
2021 Q4	$239K	Buy	2,733 +73	+3%	+$6.48K	0.04%	396
2021 Q3	$238K	Buy	2,660 +6	+0.2%	+$543	0.05%	378
2021 Q2	$239K	Buy	2,654 +11	+0.4%	+$983	0.05%	363
2021 Q1	$235K	Buy	2,643 +4	+0.2%	+$363	0.05%	340
2020 Q4	$245K	Sell	2,639 -458	-15%	-$42.7K	0.06%	297
2020 Q3	$0	Sell	3,097 -5,393	-64%	-$505K	﹤0.01%	158
2020 Q2	$791K	Buy	8,490 +5,899	+228%	+$540K	0.23%	89
2020 Q1	$231K	Sell	2,591 -1,253	-33%	-$111K	0.08%	214
2019 Q4	$335K	Sell	3,844 -19,723	-84%	-$1.73M	0.1%	184
2019 Q3	$2.07M	Buy	+23,567	New	+$2.06M	0.83%	20

Other funds holding BIV

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Personal CFO Solutions's BIV Position: Q2 2023 in Review

Personal CFO Solutions sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 2,718 shares — an estimated $209K sold.

Personal CFO Solutions first reported a position in BIV in Q3 2019 and held it in 14 quarters. The position peaked at $2.07M in Q3 2019. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Personal CFO Solutions reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Personal CFO Solutions sold 2,718 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $209K.
Personal CFO Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 14 quarters.
Personal CFO Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $2.07M in Q3 2019.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.