PP
BIV icon

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

PrairieView 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
2023
Q4 		– Sell
-20
Closed -$1K – 365
2023
Q3 		$1K Sell
20
-274
-93% -$20.3K ﹤0.01% 356
2023
Q2 		$22K Buy
+294
New +$22.4K ﹤0.01% 260

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PrairieView Partners's BIV Position: Q4 2023 in Review

PrairieView Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 20 shares — an estimated $1K sold.

PrairieView Partners first reported a position in BIV in Q2 2023 and held it in 2 quarters. The position peaked at $22K in Q2 2023. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • PrairieView Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • PrairieView Partners sold 20 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $1K.
  • PrairieView Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 2 quarters.
  • PrairieView Partners's Vanguard Intermediate-Term Bond ETF position peaked at $22K in Q2 2023.
  • 822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on PrairieView Partners's 13F filing for Q4 2023, filed 26 Jan 2024.