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

TimeScale Financial’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	$842K	Hold	11,188	–	–	0.18%	31
2023 Q1	$859K	Buy	+11,188	New	+$847K	0.19%	31
2020 Q1	–	Sell	-591	Closed	-$52.4K	–	418
2019 Q4	$51K	Hold	591	–	–	0.02%	173
2019 Q3	$52K	Hold	591	–	–	0.02%	170
2019 Q2	$51K	Buy	+591	New	+$49.9K	0.02%	178

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

TimeScale Financial's BIV Position: Q2 2023 in Review

TimeScale Financial held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2023 at 11,188 shares worth $842K. The position accounts for 0.18% of the portfolio, ranked #31.

TimeScale Financial first reported a position in BIV in Q2 2019 and has held it in 5 quarters since. The position peaked at $859K in Q1 2023. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

TimeScale Financial held 11,188 shares of Vanguard Intermediate-Term Bond ETF worth $842K as of Q2 2023.
TimeScale Financial left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2023.
Vanguard Intermediate-Term Bond ETF made up 0.18% of TimeScale Financial's portfolio in Q2 2023, its #31 holding.
TimeScale Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 5 quarters since.
TimeScale Financial's Vanguard Intermediate-Term Bond ETF position peaked at $859K in Q1 2023.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.