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

Strategic Financial Partners’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
2022 Q2	–	Sell	-2,478	Closed	-$203K	–	66
2022 Q1	$203K	Sell	2,478 -147	-6%	-$12.4K	0.1%	68
2021 Q4	$230K	Sell	2,625 -93	-3%	-$8.25K	0.11%	66
2021 Q3	$243K	Sell	2,718 -160	-6%	-$14.5K	0.13%	62
2021 Q2	$259K	Sell	2,878 -23	-0.8%	-$2.05K	0.14%	60
2021 Q1	$257K	Buy	2,901 +41	+1%	+$3.72K	0.15%	60
2020 Q4	$266K	Hold	2,860	–	–	0.17%	58
2020 Q3	$267K	Sell	2,860 -75	-3%	-$7.02K	0.21%	55
2020 Q2	$274K	Sell	2,935 -45	-2%	-$4.12K	0.23%	52
2020 Q1	$266K	Sell	2,980 -236	-7%	-$20.9K	0.28%	51
2019 Q4	$280K	Buy	+3,216	New	+$282K	0.23%	56

Other funds holding BIV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Strategic Financial Partners's BIV Position: Q2 2022 in Review

Strategic Financial Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 2,478 shares — an estimated $203K sold.

Strategic Financial Partners first reported a position in BIV in Q4 2019 and held it in 10 quarters. The position peaked at $280K in Q4 2019. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Strategic Financial Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Strategic Financial Partners sold 2,478 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $203K.
Strategic Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 10 quarters.
Strategic Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $280K in Q4 2019.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Strategic Financial Partners's 13F filing for Q2 2022, filed 10 Jul 2024.