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Simplicity Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Simplicity Solutions’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
Q4 		$2.2M Buy
28,767
+19,450
+209% +$1.42M 0.06% 287
2023
Q3 		$674K Sell
9,317
-31,968
-77% -$2.36M 0.02% 526
2023
Q2 		$3.11M Buy
41,285
+32,533
+372% +$2.48M 0.08% 221
2023
Q1 		$672K Buy
+8,752
New +$663K 0.02% 604
2021
Q1 		– Sell
-70,536
Closed -$6.55M – 531
2020
Q4 		$6.55M Sell
70,536
-19,300
-21% -$1.8M 0.1% 191
2020
Q3 		$8.4M Buy
89,836
+457
+0.5% +$42.8K 0.15% 129
2020
Q2 		$8.33M Buy
89,379
+22,533
+34% +$2.06M 0.16% 124
2020
Q1 		$5.97M Buy
66,846
+28,448
+74% +$2.52M 0.18% 99
2019
Q4 		$3.35M Buy
38,398
+12,280
+47% +$1.08M 0.1% 163
2019
Q3 		$2.3M Buy
26,118
+5,855
+29% +$512K 0.09% 176
2019
Q2 		$1.75M Buy
20,263
+7,042
+53% +$595K 0.08% 174
2019
Q1 		$1.11M Sell
13,221
-1,242
-9% -$102K 0.07% 236
2018
Q4 		$1.18M Buy
14,463
+10,064
+229% +$806K 0.15% 156
2018
Q3 		$354K Buy
4,399
+1,366
+45% +$110K 0.02% 335
2018
Q2 		$246K Buy
+3,033
New +$245K 0.02% 420
2016
Q1 		– Sell
-83,601
Closed -$6.94M – 228
2015
Q4 		$6.94M Buy
+83,601
New +$7.04M 0.82% 9
2015
Q2 		– Sell
-3,659
Closed -$315K – 134
2015
Q1 		$315K Sell
3,659
-2,701
-42% -$232K 0.37% 65
2014
Q4 		$539K Buy
+6,360
New +$541K 0.64% 40

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Simplicity Solutions's BIV Position: Q4 2023 in Review

Simplicity Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 209% in Q4 2023, buying an estimated $1.42M and bringing the position to 28,767 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #287.

Simplicity Solutions first reported a position in BIV in Q4 2014 and has held it in 18 quarters since. The position peaked at $8.4M in Q3 2020. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

  • Simplicity Solutions held 28,767 shares of Vanguard Intermediate-Term Bond ETF worth $2.2M as of Q4 2023.
  • Simplicity Solutions bought 19,450 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $1.42M.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #287 holding.
  • Simplicity Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 18 quarters since.
  • Simplicity Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $8.4M in Q3 2020.
  • 822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.