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

TriaGen 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
Q2 		– Sell
-3,752
Closed -$283K – 162
2024
Q1 		$283K Sell
3,752
-20,211
-84% -$1.52M 0.12% 134
2023
Q4 		$1.83M Sell
23,963
-2,119
-8% -$155K 0.87% 41
2023
Q3 		$1.89M Buy
26,082
+1,513
+6% +$112K 0.96% 32
2023
Q2 		$1.85M Sell
24,569
-87
-0.4% -$6.63K 0.85% 36
2023
Q1 		$1.89M Buy
24,656
+3,713
+18% +$281K 0.95% 30
2022
Q4 		$1.56M Buy
20,943
+859
+4% +$63.6K 0.86% 35
2022
Q3 		$1.48M Buy
20,084
+9,576
+91% +$741K 0.82% 37
2022
Q2 		$816K Buy
10,508
+416
+4% +$32.6K 0.58% 51
2022
Q1 		$827K Buy
10,092
+999
+11% +$84.4K 0.43% 67
2021
Q4 		$797K Buy
9,093
+26
+0.3% +$2.31K 0.39% 75
2021
Q3 		$811K Buy
9,067
+363
+4% +$32.9K 0.44% 73
2021
Q2 		$793K Sell
8,704
-955
-10% -$85.3K 0.41% 78
2021
Q1 		$857K Sell
9,659
-234
-2% -$21.3K 0.49% 64
2020
Q4 		$919K Buy
+9,893
New +$921K 0.54% 63

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

TriaGen Wealth Management's BIV Position: Q2 2024 in Review

TriaGen Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 3,752 shares — an estimated $283K sold.

TriaGen Wealth Management first reported a position in BIV in Q4 2020 and held it in 14 quarters. The position peaked at $1.89M in Q1 2023. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • TriaGen Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,752 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $283K.
  • TriaGen Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 14 quarters.
  • TriaGen Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.89M in Q1 2023.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on TriaGen Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.