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

Private Wealth Strategies’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
2022 Q3	–	Sell	-68,850	Closed	-$5.35M	–	80
2022 Q2	$5.35M	Buy	68,850 +1,179	+2%	+$92.5K	1.49%	17
2022 Q1	$5.53M	Buy	67,671 +4,611	+7%	+$389K	1.36%	17
2021 Q4	$5.52M	Sell	63,060 -2,481	-4%	-$220K	1.27%	18
2021 Q3	$5.86M	Buy	65,541 +1,758	+3%	+$159K	1.47%	15
2021 Q2	$5.74M	Buy	63,783 +2,050	+3%	+$183K	1.48%	16
2021 Q1	$5.48M	Buy	61,733 +16,558	+37%	+$1.5M	1.52%	17
2020 Q4	$4.2M	Buy	45,175 +3,776	+9%	+$352K	1.27%	15
2020 Q3	$3.85M	Buy	41,399 +5,661	+16%	+$530K	1.35%	15
2020 Q2	$3.33M	Sell	35,738 -2,784	-7%	-$255K	1.48%	13
2020 Q1	$3.45M	Buy	+38,522	New	+$3.42M	1.72%	12

Other funds holding BIV

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Private Wealth Strategies's BIV Position: Q3 2022 in Review

Private Wealth Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 68,850 shares — an estimated $5.35M sold.

Private Wealth Strategies first reported a position in BIV in Q1 2020 and held it in 10 quarters. The position peaked at $5.86M in Q3 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Private Wealth Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Private Wealth Strategies sold 68,850 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $5.35M.
Private Wealth Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 10 quarters.
Private Wealth Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $5.86M in Q3 2021.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Private Wealth Strategies's 13F filing for Q3 2022, filed 18 Oct 2022.