Provence Wealth Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Provence Wealth Management Group’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	$95.1K	Buy	+1,245	New	+$91.2K	0.05%	185

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Provence Wealth Management Group's BIV Position: Q4 2023 in Review

Provence Wealth Management Group opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023: 1,245 shares worth $95.1K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings.

823 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Provence Wealth Management Group held 1,245 shares of Vanguard Intermediate-Term Bond ETF worth $95.1K as of Q4 2023.
Vanguard Intermediate-Term Bond ETF was a new Provence Wealth Management Group position in Q4 2023.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Provence Wealth Management Group's portfolio in Q4 2023, its #185 holding.
823 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.