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

Retirement 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
2024 Q1	$7.74K	Buy	103 +1	+1%	+$75	﹤0.01%	507
2023 Q4	$7.77K	Buy	102 +1	+1%	+$73	﹤0.01%	481
2023 Q3	$7.29K	Buy	101 +1	+1%	+$74	﹤0.01%	446
2023 Q2	$7.52K	Buy	100 +1	+1%	+$76	﹤0.01%	451
2023 Q1	$8K	Hold	99	–	–	﹤0.01%	418
2022 Q4	$7K	Buy	99 +1	+1%	+$74	﹤0.01%	393
2022 Q3	$7K	Buy	98 +1	+1%	+$77	0.01%	289
2022 Q2	$8K	Hold	97	–	–	﹤0.01%	466
2022 Q1	$8K	Sell	97 -13	-12%	-$1.1K	﹤0.01%	493
2021 Q4	$10K	Buy	110 +2	+2%	+$177	﹤0.01%	432
2021 Q3	$10K	Buy	108 +1	+0.9%	+$91	﹤0.01%	377
2021 Q2	$10K	Buy	107 +1	+0.9%	+$89	﹤0.01%	406
2021 Q1	$9K	Buy	106 +1	+1%	+$91	﹤0.01%	479
2020 Q4	$9K	Buy	+105	New	+$9.78K	﹤0.01%	437
2020 Q3	–	Sell	-104	Closed	-$10K	–	660
2020 Q2	$10K	Buy	+104	New	+$9.52K	0.01%	385
2019 Q4	$9K	Buy	+103	New	+$9.02K	0.01%	388

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

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

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

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

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

TLFA

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

Retirement Group's BIV Position: Q1 2024 in Review

Retirement Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.98% in Q1 2024, buying an estimated $75 and bringing the position to 103 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Retirement Group first reported a position in BIV in Q4 2019 and has held it in 16 quarters since. The position peaked at $10K in Q4 2021. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Retirement Group held 103 shares of Vanguard Intermediate-Term Bond ETF worth $7.74K as of Q1 2024.
Retirement Group bought 1 Vanguard Intermediate-Term Bond ETF share in Q1 2024, an estimated $75.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #507 holding.
Retirement Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Vanguard Intermediate-Term Bond ETF position peaked at $10K in Q4 2021.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.