Tilia Fiduciary Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-85	Closed	-$6.39K	–	136
2023 Q2	$6.39K	Hold	85	–	–	0.01%	413
2023 Q1	$6.52K	Hold	85	–	–	0.01%	398
2022 Q4	$6.32K	Hold	85	–	–	0.01%	391
2022 Q3	$6K	Sell	85 -15	-15%	-$1.16K	0.01%	409
2022 Q2	$8K	Hold	100	–	–	0.01%	397
2022 Q1	$8K	Buy	100 +15	+18%	+$1.27K	0.01%	411
2021 Q4	$7K	Buy	+85	New	+$7.54K	0.01%	441

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Tilia Fiduciary Partners's BIV Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 85 shares — an estimated $6.39K sold.

Tilia Fiduciary Partners first reported a position in BIV in Q4 2021 and held it in 7 quarters. The position peaked at $8K in Q2 2022. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 85 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $6.39K.
Tilia Fiduciary Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Vanguard Intermediate-Term Bond ETF position peaked at $8K in Q2 2022.
722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.