TS Financial Group (TSFG)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TS Financial Group (TSFG)’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 Q3	–	Sell	-17	Closed	-$1K	–	1047
2023 Q2	$1K	Hold	17	–	–	﹤0.01%	888
2023 Q1	$1K	Sell	17 -90	-84%	-$6.82K	﹤0.01%	867
2022 Q4	$8K	Hold	107	–	–	﹤0.01%	565
2022 Q3	$8K	Hold	107	–	–	﹤0.01%	546
2022 Q2	$8K	Hold	107	–	–	﹤0.01%	558
2022 Q1	$9K	Hold	107	–	–	﹤0.01%	552
2021 Q4	$9K	Hold	107	–	–	﹤0.01%	573
2021 Q3	$10K	Hold	107	–	–	﹤0.01%	552
2021 Q2	$10K	Hold	107	–	–	﹤0.01%	553
2021 Q1	$9K	Hold	107	–	–	﹤0.01%	503
2020 Q4	$10K	Hold	107	–	–	0.01%	485
2020 Q3	$10K	Hold	107	–	–	0.01%	430
2020 Q2	$10K	Hold	107	–	–	0.01%	426
2020 Q1	$10K	Hold	107	–	–	0.01%	375
2019 Q4	$9K	Hold	107	–	–	0.01%	437
2019 Q3	$9K	Hold	107	–	–	0.01%	420
2019 Q2	$9K	Buy	+107	New	+$9.04K	0.01%	415

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TS Financial Group (TSFG)'s BIV Position: Q3 2023 in Review

TS Financial Group (TSFG) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 17 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in BIV in Q2 2019 and held it in 17 quarters. The position peaked at $10K in Q3 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

TS Financial Group (TSFG) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 17 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $1K.
TS Financial Group (TSFG) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 17 quarters.
TS Financial Group (TSFG)'s Vanguard Intermediate-Term Bond ETF position peaked at $10K in Q3 2021.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2023, filed 10 Oct 2023.