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Watershed Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Watershed Private Wealth’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
Q3 		– Sell
-2,841
Closed -$213K – 115
2024
Q2 		$213K Hold
2,841
– – 0.09% 107
2024
Q1 		$214K Sell
2,841
-730
-20% -$55K 0.09% 117
2023
Q4 		$273K Buy
3,571
+143
+4% +$10.5K 0.15% 88
2023
Q3 		$248K Buy
+3,428
New +$254K 0.15% 87

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Watershed Private Wealth's BIV Position: Q3 2024 in Review

Watershed Private Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 2,841 shares — an estimated $213K sold.

Watershed Private Wealth first reported a position in BIV in Q3 2023 and held it in 4 quarters. The position peaked at $273K in Q4 2023. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Watershed Private Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Watershed Private Wealth sold 2,841 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $213K.
  • Watershed Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 4 quarters.
  • Watershed Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $273K in Q4 2023.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Watershed Private Wealth's 13F filing for Q3 2024, filed 15 Oct 2024.