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TRUE Private Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TRUE Private Wealth Advisors’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
-12,015
Closed -$906K – 280
2024
Q1 		$906K Sell
12,015
-19,690
-62% -$1.48M 0.1% 99
2023
Q4 		$2.42M Sell
31,705
-35,343
-53% -$2.59M 0.31% 56
2023
Q3 		$4.85M Buy
+67,048
New +$4.96M 0.67% 30
2021
Q1 		– Sell
-772
Closed -$71K – 285
2020
Q4 		$71K Sell
772
-157
-17% -$14.6K 0.01% 315
2020
Q3 		$86K Hold
929
– – 0.01% 268
2020
Q2 		$86K Sell
929
-70
-7% -$6.41K 0.02% 254
2020
Q1 		$89K Sell
999
-668
-40% -$59.3K 0.02% 220
2019
Q4 		$145K Buy
+1,667
New +$146K 0.02% 253
2019
Q3 		– Sell
-2,170
Closed -$187K – 271
2019
Q2 		$187K Sell
2,170
-11,586
-84% -$979K 0.03% 200
2019
Q1 		$1.15M Sell
13,756
-628
-4% -$51.7K 0.22% 71
2018
Q4 		$1.17M Sell
14,384
-15,962
-53% -$1.28M 0.21% 80
2018
Q3 		$2.44M Buy
30,346
+6,574
+28% +$532K 0.34% 56
2018
Q2 		$1.92M Buy
+23,772
New +$1.92M 0.3% 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

TRUE Private Wealth Advisors's BIV Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 12,015 shares — an estimated $906K sold.

TRUE Private Wealth Advisors first reported a position in BIV in Q2 2018 and held it in 13 quarters. The position peaked at $4.85M in Q3 2023. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • TRUE Private Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 12,015 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $906K.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and held it in 13 quarters.
  • TRUE Private Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.85M in Q3 2023.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.