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Resource Planning Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Resource Planning Group’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 		$362K Sell
4,743
-1,144
-19% -$83.8K 0.23% 55
2023
Q3 		$426K Sell
5,887
-237
-4% -$17.5K 0.36% 37
2023
Q2 		$461K Sell
6,124
-3,907
-39% -$298K 0.37% 35
2023
Q1 		$770K Buy
10,031
+428
+4% +$32.4K 0.63% 31
2022
Q4 		$714K Sell
9,603
-371
-4% -$27.5K 0.57% 35
2022
Q3 		$733K Sell
9,974
-780
-7% -$60.3K 0.64% 32
2022
Q2 		$835K Buy
10,754
+565
+6% +$44.3K 0.7% 32
2022
Q1 		$835K Buy
10,189
+39
+0.4% +$3.29K 0.6% 32
2021
Q4 		$889K Buy
10,150
+2,134
+27% +$189K 0.6% 34
2021
Q3 		$717K Sell
8,016
-361
-4% -$32.7K 0.45% 41
2021
Q2 		$754K Sell
8,377
-2,193
-21% -$196K 0.44% 38
2021
Q1 		$938K Buy
10,570
+139
+1% +$12.6K 0.61% 30
2020
Q4 		$969K Sell
10,431
-319
-3% -$29.7K 0.69% 29
2020
Q3 		$1M Buy
10,750
+3,594
+50% +$337K 0.76% 27
2020
Q2 		$667K Buy
7,156
+1,360
+23% +$124K 0.5% 34
2020
Q1 		$518K Sell
5,796
-133
-2% -$11.8K 0.45% 28
2019
Q4 		$517K Hold
5,929
– – 0.3% 36
2019
Q3 		$522K Hold
5,929
– – 0.31% 35
2019
Q2 		$513K Buy
+5,929
New +$501K 0.3% 34

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
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

Resource Planning Group's BIV Position: Q4 2023 in Review

Resource Planning Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q4 2023, selling an estimated $83.8K and leaving 4,743 shares worth $362K. The position accounts for 0.23% of the portfolio, ranked #55.

Resource Planning Group first reported a position in BIV in Q2 2019 and has held it in 19 quarters since. The position peaked at $1M in Q3 2020. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Resource Planning Group held 4,743 shares of Vanguard Intermediate-Term Bond ETF worth $362K as of Q4 2023.
  • Resource Planning Group sold 1,144 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $83.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Resource Planning Group's portfolio in Q4 2023, its #55 holding.
  • Resource Planning Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 19 quarters since.
  • Resource Planning Group's Vanguard Intermediate-Term Bond ETF position peaked at $1M in Q3 2020.
  • 822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.