Rockbridge Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rockbridge Investment Management’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	–	Sell	-1,293	Closed	-$98.7K	–	176
2023 Q4	$98.7K	Buy	+1,293	New	+$94.7K	0.02%	176
2022 Q3	–	Sell	-354	Closed	-$27.5K	–	159
2022 Q2	$27.5K	Sell	354 -1,876	-84%	-$147K	0.01%	270
2022 Q1	$181K	Sell	2,230 -144	-6%	-$12.2K	0.03%	171
2021 Q4	$208K	Buy	2,374 +81	+4%	+$7.19K	0.03%	178
2021 Q3	$205K	Sell	2,293 -25	-1%	-$2.26K	0.03%	149
2021 Q2	$209K	Hold	2,318	–	–	0.04%	144
2021 Q1	$206K	Sell	2,318 -43	-2%	-$3.9K	0.04%	133
2020 Q4	$219K	Sell	2,361 -2	-0.1%	-$186	0.04%	130
2020 Q3	$221K	Hold	2,363	–	–	0.05%	122
2020 Q2	$220K	Buy	+2,363	New	+$216K	0.06%	115

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

Rockbridge Investment Management's BIV Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 1,293 shares — an estimated $98.7K sold.

Rockbridge Investment Management first reported a position in BIV in Q2 2020 and held it in 10 quarters. The position peaked at $221K in Q3 2020. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Rockbridge Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 1,293 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $98.7K.
Rockbridge Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $221K in Q3 2020.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.