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

Simplicity 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
-16,814
Closed -$1.26M – 557
2024
Q2 		$1.26M Sell
16,814
-1,923
-10% -$143K 0.03% 463
2024
Q1 		$1.41M Buy
+18,737
New +$1.41M 0.03% 426

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Simplicity Wealth's BIV Position: Q3 2024 in Review

Simplicity Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 16,814 shares — an estimated $1.26M sold.

Simplicity Wealth first reported a position in BIV in Q1 2024 and held it in 2 quarters. The position peaked at $1.41M in Q1 2024. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Simplicity Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 16,814 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $1.26M.
  • Simplicity Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $1.41M in Q1 2024.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.