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Verum Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Verum Partners’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
Q2 		– Sell
-9,831
Closed -$741K – 155
2024
Q1 		$741K Sell
9,831
-4,866
-33% -$367K 0.26% 64
2023
Q4 		$1.12M Sell
14,697
-1,421
-9% -$104K 0.44% 50
2023
Q3 		$1.17M Buy
+16,118
New +$1.19M 0.52% 48

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Verum Partners's BIV Position: Q2 2024 in Review

Verum Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 9,831 shares — an estimated $741K sold.

Verum Partners first reported a position in BIV in Q3 2023 and held it in 3 quarters. The position peaked at $1.17M in Q3 2023. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Verum Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Verum Partners sold 9,831 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $741K.
  • Verum Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 3 quarters.
  • Verum Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.17M in Q3 2023.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Verum Partners's 13F filing for Q2 2024, filed 15 Jul 2024.