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

Redwood 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
2023 Q3	–	Sell	-2,826	Closed	-$213K	–	138
2023 Q2	$213K	Sell	2,826 -772	-21%	-$58.8K	0.2%	141
2023 Q1	$276K	Sell	3,598 -189	-5%	-$14.3K	0.28%	111
2022 Q4	$281K	Sell	3,787 -148	-4%	-$11K	0.32%	102
2022 Q3	$289K	Buy	3,935 +112	+3%	+$8.66K	0.33%	96
2022 Q2	$297K	Sell	3,823 -9	-0.2%	-$706	0.32%	98
2022 Q1	$314K	Buy	+3,832	New	+$324K	0.29%	103

Other funds holding BIV

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Redwood Financial Network's BIV Position: Q3 2023 in Review

Redwood Financial Network sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 2,826 shares — an estimated $213K sold.

Redwood Financial Network first reported a position in BIV in Q1 2022 and held it in 6 quarters. The position peaked at $314K in Q1 2022. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Redwood Financial Network reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Redwood Financial Network sold 2,826 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $213K.
Redwood Financial Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 6 quarters.
Redwood Financial Network's Vanguard Intermediate-Term Bond ETF position peaked at $314K in Q1 2022.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.