Ten Capital Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-2,018	Closed	-$155K	–	223
2023 Q1	$155K	Buy	+2,018	New	+$153K	0.05%	127
2022 Q1	–	Sell	-64	Closed	-$6K	–	483
2021 Q4	$6K	Buy	+64	New	+$5.68K	﹤0.01%	352
2021 Q3	–	Sell	-131,541	Closed	-$11.8M	–	430
2021 Q2	$11.8M	Buy	131,541 +45,943	+54%	+$4.1M	2.68%	9
2021 Q1	$7.59M	Buy	85,598 +62,146	+265%	+$5.64M	1.85%	15
2020 Q4	$2.18M	Buy	23,452 +1,119	+5%	+$104K	0.61%	50
2020 Q3	$2.09M	Buy	+22,333	New	+$2.09M	0.7%	45

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

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

UCFA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Ten Capital Wealth Advisors's BIV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 2,018 shares — an estimated $155K sold.

Ten Capital Wealth Advisors first reported a position in BIV in Q3 2020 and held it in 6 quarters. The position peaked at $11.8M in Q2 2021. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,018 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $155K.
Ten Capital Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 6 quarters.
Ten Capital Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $11.8M in Q2 2021.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.