WealthPlan Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WealthPlan Investment 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 Q1	$368K	Buy	+4,683	New	+$395K	0.03%	290

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

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

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

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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

WealthPlan Investment Management's BIV Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022: 4,683 shares worth $368K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings.

714 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

WealthPlan Investment Management held 4,683 shares of Vanguard Intermediate-Term Bond ETF worth $368K as of Q1 2022.
Vanguard Intermediate-Term Bond ETF was a new WealthPlan Investment Management position in Q1 2022.
Vanguard Intermediate-Term Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #290 holding.
714 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.