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Platte River Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Platte River Wealth Advisors’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
Q3 		$10.2M Buy
129,547
+9,611
+8% +$741K 2.72% 8
2024
Q2 		$8.98M Buy
119,936
+3,316
+3% +$246K 2.52% 11
2024
Q1 		$8.79M Buy
116,620
+22,410
+24% +$1.69M 2.51% 11
2023
Q4 		$7.2M Buy
94,210
+20,468
+28% +$1.5M 2.38% 11
2023
Q3 		$5.33M Buy
73,742
+332
+0.5% +$24.6K 1.95% 18
2023
Q2 		$5.52M Buy
73,410
+6,437
+10% +$490K 1.94% 19
2023
Q1 		$5.14M Buy
66,973
+5,041
+8% +$382K 1.97% 17
2022
Q4 		$4.6M Sell
61,932
-2,017
-3% -$149K 1.95% 14
2022
Q3 		$4.7M Sell
63,949
-1,217
-2% -$94.1K 2.1% 13
2022
Q2 		$5.06M Buy
65,166
+19,020
+41% +$1.49M 2.19% 13
2022
Q1 		$3.78M Sell
46,146
-6,095
-12% -$515K 1.38% 19
2021
Q4 		$4.51M Sell
52,241
-5,921
-10% -$525K 1.54% 18
2021
Q3 		$5.2M Sell
58,162
-170
-0.3% -$15.4K 1.93% 17
2021
Q2 		$5.25M Sell
58,332
-1,492
-2% -$133K 1.99% 17
2021
Q1 		$5.32M Sell
59,824
-1,221
-2% -$111K 2.19% 16
2020
Q4 		$5.62M Sell
61,045
-6,029
-9% -$561K 2.43% 14
2020
Q3 		$6.27M Buy
67,074
+3,928
+6% +$368K 3.23% 10
2020
Q2 		$5.89M Buy
+63,146
New +$5.78M 3.25% 10
2019
Q4 		$4.34M Buy
+48,514
New +$4.25M 2.28% 10

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Platte River Wealth Advisors's BIV Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8% in Q3 2024, buying an estimated $741K and bringing the position to 129,547 shares worth $10.2M. The position accounts for 2.72% of the portfolio, ranked #8.

Platte River Wealth Advisors first reported a position in BIV in Q4 2019 and has held it in 19 quarters since. 855 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Platte River Wealth Advisors held 129,547 shares of Vanguard Intermediate-Term Bond ETF worth $10.2M as of Q3 2024.
  • Platte River Wealth Advisors bought 9,611 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $741K.
  • Vanguard Intermediate-Term Bond ETF made up 2.72% of Platte River Wealth Advisors's portfolio in Q3 2024, its #8 holding.
  • Platte River Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • 855 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.