US Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

US Financial 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
2021 Q2	–	Sell	-15,846	Closed	-$1.41M	–	80
2021 Q1	$1.41M	Buy	15,846 +1,133	+8%	+$103K	0.39%	49
2020 Q4	$1.37M	Buy	+14,713	New	+$1.37M	0.41%	44
2016 Q2	$499K	Hold	5,789	–	–	1%	24
2016 Q1	$499K	Buy	5,789 +118	+2%	+$10K	0.87%	24
2015 Q4	$471K	Buy	5,671 +1,526	+37%	+$128K	0.45%	34
2015 Q3	$352K	Buy	4,145 +3,924	+1,776%	+$330K	0.59%	31
2015 Q2	$19K	Buy	+221	New	+$18.8K	0.02%	186

Other funds holding BIV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Financial Advisors's BIV Position: Q2 2021 in Review

US Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 15,846 shares — an estimated $1.41M sold.

US Financial Advisors first reported a position in BIV in Q2 2015 and held it in 7 quarters. The position peaked at $1.41M in Q1 2021. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

US Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 15,846 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $1.41M.
US Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and held it in 7 quarters.
US Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.41M in Q1 2021.
637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.