TL
BIV icon

TrueWealth LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TrueWealth LLC’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
2020
Q2 		$14K Buy
+150
New +$13.7K 0.01% 425
2018
Q2 		– Sell
-337
Closed -$28K – 834
2018
Q1 		$28K Buy
+337
New +$27.6K 0.01% 316

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

TrueWealth LLC's BIV Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020: 150 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: TrueWealth LLC previously reported a position in BIV as recently as Q1 2018.

TrueWealth LLC first reported a position in BIV in Q1 2018 and has held it in 2 quarters since. The position peaked at $28K in Q1 2018. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • TrueWealth LLC held 150 shares of Vanguard Intermediate-Term Bond ETF worth $14K as of Q2 2020.
  • Vanguard Intermediate-Term Bond ETF was a new TrueWealth LLC position in Q2 2020.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #425 holding.
  • TrueWealth LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 2 quarters since.
  • TrueWealth LLC's Vanguard Intermediate-Term Bond ETF position peaked at $28K in Q1 2018.
  • 528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.