RDA Financial Network’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RDA Financial Network’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 Q1	–	Sell	-2,293	Closed	-$213K	–	231
2020 Q4	$213K	Buy	2,293 +23	+1%	+$2.14K	0.1%	205
2020 Q3	$212K	Buy	2,270 +3	+0.1%	+$281	0.1%	198
2020 Q2	$211K	Buy	2,267 +2	+0.1%	+$183	0.11%	192
2020 Q1	$202K	Sell	2,265 -430	-16%	-$38.1K	0.12%	170
2019 Q4	$240K	Buy	2,695 +4	+0.1%	+$350	0.1%	215
2019 Q3	$236K	Buy	+2,691	New	+$235K	0.1%	206

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RDA Financial Network's BIV Position: Q1 2021 in Review

RDA Financial Network sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 2,293 shares — an estimated $213K sold.

RDA Financial Network first reported a position in BIV in Q3 2019 and held it in 6 quarters. The position peaked at $240K in Q4 2019. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

RDA Financial Network reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
RDA Financial Network sold 2,293 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $213K.
RDA Financial Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 6 quarters.
RDA Financial Network's Vanguard Intermediate-Term Bond ETF position peaked at $240K in Q4 2019.
626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on RDA Financial Network's 13F filing for Q1 2021, filed 6 May 2021.