Selective Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-137	Closed	-$10K	–	183
2022 Q3	$10K	Sell	137 -104	-43%	-$8.05K	﹤0.01%	517
2022 Q2	$19K	Hold	241	–	–	0.01%	467
2022 Q1	$20K	Hold	241	–	–	0.01%	446
2021 Q4	$21K	Buy	241 +116	+93%	+$10.3K	0.01%	401
2021 Q3	$11K	Hold	125	–	–	0.01%	423
2021 Q2	$11K	Buy	+125	New	+$11.2K	0.01%	327
2021 Q1	–	Sell	-179	Closed	-$17K	–	391
2020 Q4	$17K	Buy	+179	New	+$16.7K	0.01%	197
2020 Q3	–	Sell	-205	Closed	-$19K	–	321
2020 Q2	$19K	Buy	+205	New	+$18.8K	0.02%	179

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Selective Wealth Management's BIV Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 137 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in BIV in Q2 2020 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 137 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $10K.
Selective Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 8 quarters.
Selective Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $21K in Q4 2021.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.