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

Signify Wealth’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 Q3	–	Sell	-5,687	Closed	-$426K	–	31
2024 Q2	$426K	Sell	5,687 -395	-6%	-$29.4K	0.61%	19
2024 Q1	$459K	Sell	6,082 -12,141	-67%	-$915K	0.76%	20
2023 Q4	$1.39M	Sell	18,223 -28,281	-61%	-$2.07M	2.1%	15
2023 Q3	$3.36M	Sell	46,504 -104,667	-69%	-$7.74M	4.52%	9
2023 Q2	$11.4M	Sell	151,171 -25,001	-14%	-$1.9M	9.8%	3
2023 Q1	$13.5M	Sell	176,172 -1,667	-0.9%	-$126K	11.94%	3
2022 Q4	$13.2M	Buy	177,839 +6,702	+4%	+$497K	11.57%	3
2022 Q3	$12.6M	Buy	+171,137	New	+$13.2M	13.37%	2

Other funds holding BIV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Signify Wealth's BIV Position: Q3 2024 in Review

Signify Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 5,687 shares — an estimated $426K sold.

Signify Wealth first reported a position in BIV in Q3 2022 and held it in 8 quarters. The position peaked at $13.5M in Q1 2023. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

Signify Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Signify Wealth sold 5,687 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $426K.
Signify Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and held it in 8 quarters.
Signify Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $13.5M in Q1 2023.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Signify Wealth's 13F filing for Q3 2024, filed 30 Oct 2024.