USAdvisors Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

USAdvisors Wealth Management’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
2022 Q3	–	Sell	-3,094	Closed	-$240K	–	116
2022 Q2	$240K	Buy	3,094 +158	+5%	+$12.4K	0.12%	102
2022 Q1	$240K	Buy	+2,936	New	+$248K	0.1%	108
2021 Q2	–	Sell	-3,126	Closed	-$277K	–	103
2021 Q1	$277K	Sell	3,126 -1,230	-28%	-$112K	0.13%	91
2020 Q4	$404K	Buy	+4,356	New	+$406K	0.19%	67
2019 Q3	–	Sell	-2,349	Closed	-$203	–	59
2019 Q2	$203	Buy	+2,349	New	+$198K	0.09%	51

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

UCFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

USAdvisors Wealth Management's BIV Position: Q3 2022 in Review

USAdvisors Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 3,094 shares — an estimated $240K sold.

USAdvisors Wealth Management first reported a position in BIV in Q2 2019 and held it in 5 quarters. The position peaked at $404K in Q4 2020. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

USAdvisors Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 3,094 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $240K.
USAdvisors Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 5 quarters.
USAdvisors Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $404K in Q4 2020.
657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on USAdvisors Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.