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

Private Portfolio 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
2024 Q4	$820K	Buy	10,967 +626	+6%	+$47.6K	0.15%	115
2024 Q3	$810K	Buy	+10,341	New	+$797K	0.15%	112
2024 Q2	–	Sell	-5,776	Closed	-$435K	–	105
2024 Q1	$435K	Buy	5,776 +2,243	+63%	+$169K	0.09%	170
2023 Q4	$270K	Buy	+3,533	New	+$259K	0.06%	218
2022 Q1	–	Sell	-2,367	Closed	-$207K	–	285
2021 Q4	$207K	Sell	2,367 -1,452	-38%	-$129K	0.05%	262
2021 Q3	$342K	Buy	3,819 +73	+2%	+$6.61K	0.1%	190
2021 Q2	$337K	Sell	3,746 -964	-20%	-$86.1K	0.1%	190
2021 Q1	$418K	Buy	4,710 +140	+3%	+$12.7K	0.14%	145
2020 Q4	$424K	Buy	4,570 +2,221	+95%	+$207K	0.15%	135
2020 Q3	$220K	Buy	+2,349	New	+$220K	0.09%	189

Other funds holding BIV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Private Portfolio Partners's BIV Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.1% in Q4 2024, buying an estimated $47.6K and bringing the position to 10,967 shares worth $820K. The position accounts for 0.15% of the portfolio, ranked #115.

Private Portfolio Partners first reported a position in BIV in Q3 2020 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Private Portfolio Partners held 10,967 shares of Vanguard Intermediate-Term Bond ETF worth $820K as of Q4 2024.
Private Portfolio Partners bought 626 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $47.6K.
Vanguard Intermediate-Term Bond ETF made up 0.15% of Private Portfolio Partners's portfolio in Q4 2024, its #115 holding.
Private Portfolio Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.