Strategic Blueprint’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Strategic Blueprint’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	–	Sell	-2,892	Closed	-$209K	–	559
2023 Q3	$209K	Sell	2,892 -774	-21%	-$57.3K	0.02%	506
2023 Q2	$276K	Sell	3,666 -680	-16%	-$51.8K	0.03%	442
2023 Q1	$333K	Buy	4,346 +853	+24%	+$64.6K	0.03%	381
2022 Q4	$260K	Sell	3,493 -577	-14%	-$42.8K	0.03%	430
2022 Q3	$299K	Sell	4,070 -1,487	-27%	-$115K	0.04%	367
2022 Q2	$432K	Sell	5,557 -971	-15%	-$76.1K	0.05%	302
2022 Q1	$535K	Sell	6,528 -179	-3%	-$15.1K	0.06%	271
2021 Q4	$588K	Buy	6,707 +672	+11%	+$59.6K	0.07%	247
2021 Q3	$540K	Buy	6,035 +2,125	+54%	+$192K	0.08%	223
2021 Q2	$352K	Buy	+3,910	New	+$349K	0.06%	282

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Strategic Blueprint's BIV Position: Q4 2023 in Review

Strategic Blueprint sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 2,892 shares — an estimated $209K sold.

Strategic Blueprint first reported a position in BIV in Q2 2021 and held it in 10 quarters. The position peaked at $588K in Q4 2021. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Strategic Blueprint reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Strategic Blueprint sold 2,892 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $209K.
Strategic Blueprint first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 10 quarters.
Strategic Blueprint's Vanguard Intermediate-Term Bond ETF position peaked at $588K in Q4 2021.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Strategic Blueprint's 13F filing for Q4 2023, filed 25 Jan 2024.