Stokes Family Office’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stokes Family Office’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 Q3	–	Sell	-6,011	Closed	-$452K	–	343
2023 Q2	$452K	Hold	6,011	–	–	0.05%	191
2023 Q1	$461K	Hold	6,011	–	–	0.06%	179
2022 Q4	$447K	Sell	6,011 -123	-2%	-$9.11K	0.06%	178
2022 Q3	$451K	Buy	+6,134	New	+$475K	0.06%	166
2022 Q2	–	Sell	-5,427	Closed	-$444K	–	273
2022 Q1	$444K	Buy	+5,427	New	+$458K	0.06%	171

Other funds holding BIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stokes Family Office's BIV Position: Q3 2023 in Review

Stokes Family Office sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 6,011 shares — an estimated $452K sold.

Stokes Family Office first reported a position in BIV in Q1 2022 and held it in 5 quarters. The position peaked at $461K in Q1 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Stokes Family Office reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Stokes Family Office sold 6,011 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $452K.
Stokes Family Office first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 5 quarters.
Stokes Family Office's Vanguard Intermediate-Term Bond ETF position peaked at $461K in Q1 2023.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Stokes Family Office's 13F filing for Q3 2023, filed 13 Nov 2023.