SWM
BIV icon

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

Sugarloaf 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
Q4 		$69.3K Sell
927
-104
-10% -$7.91K 0.01% 261
2024
Q3 		$80.8K Buy
1,031
+269
+35% +$20.7K 0.02% 254
2024
Q2 		$57.1K Buy
762
+219
+40% +$16.3K 0.01% 284
2024
Q1 		$41K Buy
543
+214
+65% +$16.1K 0.01% 316
2023
Q4 		$25.1K Buy
+329
New +$24.1K 0.01% 361

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Sugarloaf Wealth Management's BIV Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q4 2024, selling an estimated $7.91K and leaving 927 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #261.

Sugarloaf Wealth Management first reported a position in BIV in Q4 2023 and has held it in 5 quarters since. The position peaked at $80.8K in Q3 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Sugarloaf Wealth Management held 927 shares of Vanguard Intermediate-Term Bond ETF worth $69.3K as of Q4 2024.
  • Sugarloaf Wealth Management sold 104 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $7.91K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #261 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Sugarloaf Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $80.8K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.