SFSG
BIV icon

Sound Financial Strategies Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sound Financial Strategies Group’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
2020
Q1 		– Sell
-3,200
Closed -$279K – 63
2019
Q4 		$279K Buy
+3,200
New +$280K 0.18% 62

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound Financial Strategies Group's BIV Position: Q1 2020 in Review

Sound Financial Strategies Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 3,200 shares — an estimated $279K sold.

Sound Financial Strategies Group first reported a position in BIV in Q4 2019 and held it in 1 quarter. The position peaked at $279K in Q4 2019. 498 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

  • Sound Financial Strategies Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 3,200 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $279K.
  • Sound Financial Strategies Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Sound Financial Strategies Group's Vanguard Intermediate-Term Bond ETF position peaked at $279K in Q4 2019.
  • 498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Sound Financial Strategies Group's 13F filing for Q1 2020, filed 8 May 2020.