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

Tradition 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 Q1	–	Sell	-629	Closed	-$48K	–	467
2023 Q4	$48K	Hold	629	–	–	0.01%	634
2023 Q3	$45K	Hold	629	–	–	0.01%	630
2023 Q2	$47K	Sell	629 -2,085	-77%	-$159K	0.01%	636
2023 Q1	$216K	Buy	2,714 +2,008	+284%	+$152K	0.03%	295
2022 Q4	$53K	Sell	706 -85	-11%	-$6.3K	0.01%	511
2022 Q3	$58K	Sell	791 -68	-8%	-$5.26K	0.01%	476
2022 Q2	$67K	Buy	859 +136	+19%	+$10.7K	0.01%	416
2022 Q1	$59K	Buy	723 +8	+1%	+$675	0.01%	469
2021 Q4	$63K	Sell	715 -414	-37%	-$36.7K	0.01%	480
2021 Q3	$101K	Hold	1,129	–	–	0.01%	369
2021 Q2	$102K	Hold	1,129	–	–	0.02%	386
2021 Q1	$100K	Buy	1,129 +414	+58%	+$37.6K	0.02%	321
2020 Q4	$66K	Buy	+715	New	+$66.6K	0.01%	361

Other funds holding BIV

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Tradition Wealth Management's BIV Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 629 shares — an estimated $48K sold.

Tradition Wealth Management first reported a position in BIV in Q4 2020 and held it in 13 quarters. The position peaked at $216K in Q1 2023. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 629 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $48K.
Tradition Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $216K in Q1 2023.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.