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PFG Private Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

PFG Private 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
2023
Q3 		– Sell
-981
Closed -$73.8K – 299
2023
Q2 		$73.8K Buy
+981
New +$74.7K 0.04% 140

Other funds holding BIV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Private Wealth Management's BIV Position: Q3 2023 in Review

PFG Private Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 981 shares — an estimated $73.8K sold.

PFG Private Wealth Management first reported a position in BIV in Q2 2023 and held it in 1 quarter. The position peaked at $73.8K in Q2 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • PFG Private Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 981 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $73.8K.
  • PFG Private Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • PFG Private Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $73.8K in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.