Ranch Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ranch Capital Advisors’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 Q4	–	Sell	-167	Closed	-$15K	–	200
2021 Q3	$15K	Hold	167	–	–	0.01%	411
2021 Q2	$15K	Hold	167	–	–	0.01%	554
2021 Q1	$14K	Hold	167	–	–	0.01%	560
2020 Q4	$15K	Sell	167 -11	-6%	-$1.02K	0.01%	537
2020 Q3	$16K	Sell	178 -100	-36%	-$9.37K	0.01%	503
2020 Q2	$26K	Sell	278 -11	-4%	-$1.01K	0.02%	411
2020 Q1	$25K	Sell	289 -278	-49%	-$24.7K	0.02%	400
2019 Q4	$49K	Buy	+567	New	+$49.6K	0.04%	343

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ranch Capital Advisors's BIV Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 167 shares — an estimated $15K sold.

Ranch Capital Advisors first reported a position in BIV in Q4 2019 and held it in 8 quarters. The position peaked at $49K in Q4 2019. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Ranch Capital Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 167 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $15K.
Ranch Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $49K in Q4 2019.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.