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Truepoint Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Truepoint Inc’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
-44,768
Closed -$3.42M – 131
2023
Q4 		$3.42M Buy
44,768
+5,112
+13% +$374K 0.1% 43
2023
Q3 		$2.87M Sell
39,656
-368
-0.9% -$27.2K 0.09% 46
2023
Q2 		$3.01M Buy
40,024
+897
+2% +$68.3K 0.1% 41
2023
Q1 		$3M Buy
39,127
+1,758
+5% +$133K 0.1% 40
2022
Q4 		$2.78M Buy
37,369
+1,813
+5% +$134K 0.1% 41
2022
Q3 		$2.61M Sell
35,556
-1,648
-4% -$127K 0.13% 37
2022
Q2 		$2.89M Sell
37,204
-214
-0.6% -$16.8K 0.15% 33
2022
Q1 		$3.06M Buy
37,418
+301
+0.8% +$25.4K 0.15% 31
2021
Q4 		$3.25M Buy
37,117
+427
+1% +$37.9K 0.15% 29
2021
Q3 		$3.28M Buy
36,690
+2,922
+9% +$265K 0.16% 27
2021
Q2 		$3.04M Buy
+33,768
New +$3.02M 0.17% 28
2018
Q2 		– Sell
-210
Closed -$2.57K – 109
2018
Q1 		$2.57K Buy
+210
New +$17.2K 0.02% 82
2017
Q4 		– Sell
-1,994
Closed -$169K – 95
2017
Q3 		$169K Sell
1,994
-1,021
-34% -$86.7K 0.02% 93
2017
Q2 		$256K Buy
+3,015
New +$255K 0.03% 89
2016
Q4 		– Sell
-3,693
Closed -$324K – 93
2016
Q3 		$324K Buy
3,693
+17
+0.5% +$1.49K 0.04% 57
2016
Q2 		$324K Buy
3,676
+257
+8% +$22.2K 0.04% 58
2016
Q1 		$295K Sell
3,419
-67
-2% -$5.68K 0.04% 59
2015
Q4 		$290K Sell
3,486
-137
-4% -$11.5K 0.04% 55
2015
Q3 		$307K Sell
3,623
-123
-3% -$10.4K 0.05% 45
2015
Q2 		$314K Buy
3,746
+193
+5% +$16.4K 0.05% 23
2015
Q1 		$306K Sell
3,553
-88
-2% -$7.55K 0.05% 24
2014
Q4 		$308K Buy
3,641
+166
+5% +$14.1K 0.05% 23
2014
Q3 		$292K Buy
+3,475
New +$294K 0.05% 24
2014
Q1 		– Sell
-3,309
Closed -$270K – 17
2013
Q4 		$270K Sell
3,309
-5,185
-61% -$433K 0.05% 16
2013
Q3 		$707K Sell
8,494
-440
-5% -$36.5K 0.15% 18
2013
Q2 		$744K Buy
+8,934
New +$776K 0.2% 12

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truepoint Inc's BIV Position: Q1 2024 in Review

Truepoint Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 44,768 shares — an estimated $3.42M sold.

Truepoint Inc first reported a position in BIV in Q2 2013 and held it in 26 quarters. The position peaked at $3.42M in Q4 2023. 820 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • Truepoint Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 44,768 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $3.42M.
  • Truepoint Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 26 quarters.
  • Truepoint Inc's Vanguard Intermediate-Term Bond ETF position peaked at $3.42M in Q4 2023.
  • 820 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.