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Rice Partnership’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rice Partnership’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
-882
Closed -$66.4K – 136
2023
Q2 		$66.4K Buy
+882
New +$67.2K 0.02% 110

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rice Partnership's BIV Position: Q3 2023 in Review

Rice Partnership sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 882 shares — an estimated $66.4K sold.

Rice Partnership first reported a position in BIV in Q2 2023 and held it in 1 quarter. The position peaked at $66.4K in Q2 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Rice Partnership reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Rice Partnership sold 882 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $66.4K.
  • Rice Partnership first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Rice Partnership's Vanguard Intermediate-Term Bond ETF position peaked at $66.4K in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Rice Partnership's 13F filing for Q3 2023, filed 13 Nov 2023.