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

RGT 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
2022 Q3	$6K	Sell	86 -2,859	-97%	-$221K	﹤0.01%	109
2022 Q2	$229K	Buy	2,945 +11	+0.4%	+$863	0.04%	74
2022 Q1	$240K	Buy	+2,934	New	+$248K	0.04%	71
2017 Q1	–	Sell	-3,469	Closed	-$288K	–	106
2016 Q4	$288K	Buy	+3,469	New	+$295K	0.16%	81
2016 Q3	–	Hold	0	–	–	–	74

Other funds holding BIV

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RGT Wealth Advisors's BIV Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 97% in Q3 2022, selling an estimated $221K and leaving 86 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

RGT Wealth Advisors first reported a position in BIV in Q4 2016 and has held it in 4 quarters since. The position peaked at $288K in Q4 2016. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

RGT Wealth Advisors held 86 shares of Vanguard Intermediate-Term Bond ETF worth $6K as of Q3 2022.
RGT Wealth Advisors sold 2,859 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $221K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #109 holding.
RGT Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 4 quarters since.
RGT Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $288K in Q4 2016.
657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.