Sensible Financial Planning & Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sensible Financial Planning & 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 Q3	–	Sell	-8,456	Closed	-$657K	–	44
2022 Q2	$657K	Sell	8,456 -34,036	-80%	-$2.67M	0.17%	34
2022 Q1	$3.48M	Sell	42,492 -237,937	-85%	-$20.1M	0.93%	21
2021 Q4	$24.6M	Buy	280,429 +161,048	+135%	+$14.3M	6.98%	3
2021 Q3	$10.7M	Sell	119,381 -34	-0%	-$3.08K	3.48%	10
2021 Q2	$10.7M	Buy	119,415 +7,973	+7%	+$712K	3.63%	9
2021 Q1	$9.89M	Sell	111,442 -1,634	-1%	-$148K	3.63%	9
2020 Q4	$10.5M	Sell	113,076 -273	-0.2%	-$25.4K	3.91%	9
2020 Q3	$10.6M	Sell	113,349 -20	-0%	-$1.87K	4.33%	9
2020 Q2	$10.6M	Sell	113,369 -6,097	-5%	-$558K	4.53%	5
2020 Q1	$10.7M	Sell	119,466 -34,140	-22%	-$3.03M	5.08%	5
2019 Q4	$13.4M	Buy	153,606 +1	+0%	+$88	5.65%	5
2019 Q3	$13.5M	Buy	153,605 +1,415	+0.9%	+$124K	5.84%	4
2019 Q2	$13.2M	Sell	152,190 -9,666	-6%	-$817K	5.63%	4
2019 Q1	$13.6M	Sell	161,856 -2,267	-1%	-$187K	6.15%	4
2018 Q4	$13.3M	Buy	+164,123	New	+$13.1M	6.46%	3

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

Sensible Financial Planning & Management's BIV Position: Q3 2022 in Review

Sensible Financial Planning & Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 8,456 shares — an estimated $657K sold.

Sensible Financial Planning & Management first reported a position in BIV in Q4 2018 and held it in 15 quarters. The position peaked at $24.6M in Q4 2021. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Sensible Financial Planning & Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Sensible Financial Planning & Management sold 8,456 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $657K.
Sensible Financial Planning & Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 15 quarters.
Sensible Financial Planning & Management's Vanguard Intermediate-Term Bond ETF position peaked at $24.6M in Q4 2021.
657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2022, filed 7 Nov 2022.