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

Soundmark Wealth 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
2024
Q2 		– Sell
-173,339
Closed -$13.1M – 8
2024
Q1 		$13.1M Buy
173,339
+55,163
+47% +$4.16M 5.8% 4
2023
Q4 		$9.03M Sell
118,176
-401
-0.3% -$29.4K 4.46% 6
2023
Q3 		$8.57M Buy
118,577
+27,423
+30% +$2.03M 4.76% 6
2023
Q2 		$6.86M Buy
91,154
+10,862
+14% +$827K 3.82% 7
2023
Q1 		$6.16M Buy
80,292
+2,016
+3% +$153K 3.69% 9
2022
Q4 		$5.82M Buy
78,276
+53,044
+210% +$3.93M 3.75% 8
2022
Q3 		$1.85M Buy
25,232
+3,539
+16% +$274K 1.3% 23
2022
Q2 		$1.68M Buy
21,693
+4,739
+28% +$372K 1.2% 23
2022
Q1 		$1.39M Buy
16,954
+4,738
+39% +$400K 0.97% 26
2021
Q4 		$1.07M Sell
12,216
-11,048
-47% -$980K 0.73% 30
2021
Q3 		$2.08M Buy
+23,264
New +$2.11M 0.75% 26
2021
Q2 		– Sell
-18,064
Closed -$1.6M – 66
2021
Q1 		$1.6M Buy
18,064
+4,259
+31% +$387K 0.88% 21
2020
Q4 		$1.28M Buy
+13,805
New +$1.29M 0.82% 21

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Soundmark Wealth Management's BIV Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 173,339 shares — an estimated $13.1M sold.

Soundmark Wealth Management first reported a position in BIV in Q4 2020 and held it in 13 quarters. The position peaked at $13.1M in Q1 2024. 828 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 173,339 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $13.1M.
  • Soundmark Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 13 quarters.
  • Soundmark Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $13.1M in Q1 2024.
  • 828 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.