tru Independence’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

tru Independence’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 Q4	–	Sell	-4,253	Closed	-$308K	–	109
2023 Q3	$308K	Sell	4,253 -446	-9%	-$33K	0.11%	101
2023 Q2	$354K	Sell	4,699 -788	-14%	-$60K	0.12%	92
2023 Q1	$421K	Sell	5,487 -972	-15%	-$73.6K	0.14%	88
2022 Q4	$480K	Sell	6,459 -1,885	-23%	-$140K	0.16%	84
2022 Q3	$613K	Sell	8,344 -110	-1%	-$8.51K	0.22%	76
2022 Q2	$656K	Sell	8,454 -941	-10%	-$73.8K	0.21%	78
2022 Q1	$769K	Sell	9,395 -129	-1%	-$10.9K	0.21%	82
2021 Q4	$834K	Buy	9,524 +178	+2%	+$15.8K	0.23%	78
2021 Q3	$836K	Buy	+9,346	New	+$846K	0.23%	75
2021 Q2	–	Sell	-31,728	Closed	-$2.82M	–	286
2021 Q1	$2.82M	Sell	31,728 -103,444	-77%	-$9.39M	0.53%	67
2020 Q4	$11.7K	Buy	135,172 +119,042	+738%	+$11.1M	0.02%	245
2020 Q3	$1.51M	Buy	+16,130	New	+$1.51M	0.43%	62
2020 Q1	–	Sell	-28,549	Closed	-$2.55M	–	732
2019 Q4	$2.55M	Buy	+28,549	New	+$2.5M	0.37%	80

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

UCFA

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

tru Independence's BIV Position: Q4 2023 in Review

tru Independence sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 4,253 shares — an estimated $308K sold.

tru Independence first reported a position in BIV in Q4 2019 and held it in 13 quarters. The position peaked at $2.82M in Q1 2021. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

tru Independence reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
tru Independence sold 4,253 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $308K.
tru Independence first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 13 quarters.
tru Independence's Vanguard Intermediate-Term Bond ETF position peaked at $2.82M in Q1 2021.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on tru Independence's 13F filing for Q4 2023, filed 10 Jan 2024.