Register Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-622	Closed	-$46.6K	–	349
2024 Q2	$46.6K	Sell	622 -473	-43%	-$35.1K	0.02%	353
2024 Q1	$82.6K	Buy	+1,095	New	+$82.5K	0.04%	291
2023 Q4	–	Sell	-1,360	Closed	-$98.3K	–	338
2023 Q3	$98.3K	Sell	1,360 -31	-2%	-$2.29K	0.07%	195
2023 Q2	$105K	Buy	1,391 +297	+27%	+$22.6K	0.07%	194
2023 Q1	$84.1K	Buy	1,094 +117	+12%	+$8.86K	0.07%	208
2022 Q4	$72.6K	Buy	+977	New	+$72.4K	0.05%	302

Other funds holding BIV

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Register Financial Advisors's BIV Position: Q3 2024 in Review

Register Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 622 shares — an estimated $46.6K sold.

Register Financial Advisors first reported a position in BIV in Q4 2022 and held it in 6 quarters. The position peaked at $105K in Q2 2023. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

Register Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 622 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $46.6K.
Register Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $105K in Q2 2023.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.