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Prio Wealth Limited Partnership’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prio Wealth Limited Partnership’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 		$555K Hold
7,077
– – 0.02% 188
2024
Q2 		$530K Buy
7,077
+1,758
+33% +$131K 0.02% 187
2024
Q1 		$401K Hold
5,319
– – 0.01% 208
2023
Q4 		$406K Buy
+5,319
New +$390K 0.01% 197

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 $1.62B AUM 8.33% 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

Prio Wealth Limited Partnership's BIV Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2024 at 7,077 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #188.

Prio Wealth Limited Partnership first reported a position in BIV in Q4 2023 and has held it in 4 quarters since. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Prio Wealth Limited Partnership held 7,077 shares of Vanguard Intermediate-Term Bond ETF worth $555K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2024.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #188 holding.
  • Prio Wealth Limited Partnership first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.