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

Wealth Architects’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	-2,835	Closed	-$220K	–	175
2022 Q2	$220K	Hold	2,835	–	–	0.04%	163
2022 Q1	$232K	Buy	2,835 +150	+6%	+$12.7K	0.04%	174
2021 Q4	$235K	Buy	2,685 +25	+0.9%	+$2.22K	0.04%	169
2021 Q3	$238K	Buy	2,660 +150	+6%	+$13.6K	0.05%	159
2021 Q2	$226K	Hold	2,510	–	–	0.04%	162
2021 Q1	$223K	Hold	2,510	–	–	0.05%	148
2020 Q4	$233K	Hold	2,510	–	–	0.05%	135
2020 Q3	$235K	Buy	+2,510	New	+$235K	0.06%	128

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

Wealth Architects's BIV Position: Q3 2022 in Review

Wealth Architects sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 2,835 shares — an estimated $220K sold.

Wealth Architects first reported a position in BIV in Q3 2020 and held it in 8 quarters. The position peaked at $238K in Q3 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Wealth Architects reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Wealth Architects sold 2,835 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $220K.
Wealth Architects first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 8 quarters.
Wealth Architects's Vanguard Intermediate-Term Bond ETF position peaked at $238K in Q3 2021.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Wealth Architects's 13F filing for Q3 2022, filed 24 Oct 2022.