Regent Peak Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Regent Peak Wealth 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 Q3	–	Sell	-3,362	Closed	-$253K	–	157
2023 Q2	$253K	Hold	3,362	–	–	0.07%	122
2023 Q1	$258K	Hold	3,362	–	–	0.08%	122
2022 Q4	$250K	Sell	3,362 -1,771	-35%	-$131K	0.08%	129
2022 Q3	$377K	Sell	5,133 -97	-2%	-$7.5K	0.13%	95
2022 Q2	$406K	Sell	5,230 -2,577	-33%	-$202K	0.13%	96
2022 Q1	$639K	Sell	7,807 -222	-3%	-$18.7K	0.18%	71
2021 Q4	$704K	Sell	8,029 -1,918	-19%	-$170K	0.19%	72
2021 Q3	$890K	Sell	9,947 -675	-6%	-$61.1K	0.25%	61
2021 Q2	$968K	Sell	10,622 -2,955	-22%	-$264K	0.27%	59
2021 Q1	$1.2M	Sell	13,577 -375	-3%	-$34.1K	0.4%	52
2020 Q4	$1.29M	Sell	13,952 -938	-6%	-$87.4K	0.43%	47
2020 Q3	$1.39M	Buy	14,890 +2,428	+19%	+$227K	0.59%	41
2020 Q2	$1.16M	Sell	12,462 -83	-0.7%	-$7.6K	0.53%	46
2020 Q1	$1.12M	Sell	12,545 -1,019	-8%	-$90.4K	0.62%	32
2019 Q4	$1.18M	Buy	+13,564	New	+$1.19M	0.54%	38

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

Regent Peak Wealth Advisors's BIV Position: Q3 2023 in Review

Regent Peak Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 3,362 shares — an estimated $253K sold.

Regent Peak Wealth Advisors first reported a position in BIV in Q4 2019 and held it in 15 quarters. The position peaked at $1.39M in Q3 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Regent Peak Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 3,362 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $253K.
Regent Peak Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 15 quarters.
Regent Peak Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.39M in Q3 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.