Realta Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Realta Investment 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
2023 Q4	–	Sell	-13	Closed	-$953	–	469
2023 Q3	$953	Hold	13	–	–	﹤0.01%	775
2023 Q2	$953	Buy	+13	New	+$990	﹤0.01%	825
2023 Q1	–	Sell	-13	Closed	-$931	–	459
2022 Q4	$931	Buy	13 +1	+8%	+$74	﹤0.01%	837
2022 Q3	$1K	Buy	+12	New	+$928	﹤0.01%	804
2020 Q1	–	Sell	-311	Closed	-$27K	–	414
2019 Q4	$27K	Hold	311	–	–	0.01%	830
2019 Q3	$27K	Buy	311 +300	+2,727%	+$26.2K	0.01%	827
2019 Q2	$1K	Buy	+11	New	+$929	﹤0.01%	1617

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Realta Investment Advisors's BIV Position: Q4 2023 in Review

Realta Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 13 shares — an estimated $953 sold.

Realta Investment Advisors first reported a position in BIV in Q2 2019 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Realta Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 13 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $953.
Realta Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 7 quarters.
Realta Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $27K in Q4 2019.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.