Professional Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Professional Planning’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
2021 Q3	$1.04M	Sell	11,686 -32,878	-74%	-$2.98M	0.5%	42
2021 Q2	$4.01M	Sell	44,564 -52,419	-54%	-$4.68M	1.84%	12
2021 Q1	$8.61M	Sell	96,983 -17,581	-15%	-$1.6M	4.2%	7
2020 Q4	$10.6M	Buy	114,564 +6,087	+6%	+$567K	4.3%	4
2020 Q3	$10.1M	Buy	108,477 +24,352	+29%	+$2.28M	7.73%	3
2020 Q2	$7.84M	Buy	84,125 +64,043	+319%	+$5.86M	4.18%	8
2020 Q1	$1.95M	Buy	20,082 +4,447	+28%	+$395K	2.27%	16
2019 Q4	$1.36M	Buy	+15,635	New	+$1.37M	1.18%	22

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Professional Planning's BIV Position: Q3 2021 in Review

Professional Planning reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 74% in Q3 2021, selling an estimated $2.98M and leaving 11,686 shares worth $1.04M. The position accounts for 0.5% of the portfolio, ranked #42.

Professional Planning first reported a position in BIV in Q4 2019 and has held it in 8 quarters since. The position peaked at $10.6M in Q4 2020. 639 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

Professional Planning held 11,686 shares of Vanguard Intermediate-Term Bond ETF worth $1.04M as of Q3 2021.
Professional Planning sold 32,878 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $2.98M.
Vanguard Intermediate-Term Bond ETF made up 0.5% of Professional Planning's portfolio in Q3 2021, its #42 holding.
Professional Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 8 quarters since.
Professional Planning's Vanguard Intermediate-Term Bond ETF position peaked at $10.6M in Q4 2020.
639 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.