Summit Securities Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Summit Securities Group’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 Q3	–	Sell	-1	Closed	–	–	589
2024 Q2	$0	Buy	+1	New	+$74	﹤0.01%	589
2023 Q4	–	Sell	-16	Closed	-$1K	–	676
2023 Q3	$1K	Buy	+16	New	+$1.18K	﹤0.01%	518
2020 Q3	–	Sell	-30,000	Closed	-$2.8M	–	372
2020 Q2	$2.8M	Sell	30,000 -10,000	-25%	-$915K	0.35%	66
2020 Q1	$3.57M	Buy	+40,000	New	+$3.55M	0.63%	42
2018 Q1	–	Sell	-39,941	Closed	-$3.35M	–	155
2017 Q4	$3.35M	Sell	39,941 -3,704	-8%	-$312K	0.4%	23
2017 Q3	$3.69M	Buy	+43,645	New	+$3.71M	0.63%	21
2017 Q2	–	Sell	-43,738	Closed	-$3.66M	–	249
2017 Q1	$3.66M	Buy	+43,738	New	+$3.64M	1.05%	15
2016 Q3	–	Sell	-5,000	Closed	-$440K	–	163
2016 Q2	$440K	Sell	5,000 -5,000	-50%	-$432K	0.23%	101
2016 Q1	$863K	Buy	+10,000	New	+$847K	0.6%	48
2015 Q4	–	Sell	-100,000	Closed	-$8.48M	–	293
2015 Q3	$8.48M	Buy	+100,000	New	+$8.42M	6.11%	4
2015 Q2	–	Sell	-22,200	Closed	-$1.91M	–	472
2015 Q1	$1.91M	Buy	+22,200	New	+$1.91M	1.43%	10

Other funds holding BIV

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

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

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

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

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Summit Securities Group's BIV Position: Q3 2024 in Review

Summit Securities Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in BIV in Q1 2015 and held it in 11 quarters. The position peaked at $8.48M in Q3 2015. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

Summit Securities Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Summit Securities Group sold 1 Vanguard Intermediate-Term Bond ETF share in Q3 2024.
Summit Securities Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 11 quarters.
Summit Securities Group's Vanguard Intermediate-Term Bond ETF position peaked at $8.48M in Q3 2015.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.