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

WealthPLAN 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
2023
Q3 		– Sell
-143
Closed -$10.8K – 394
2023
Q2 		$10.8K Hold
143
– – ﹤0.01% 783
2023
Q1 		$11K Buy
+143
New +$10.8K ﹤0.01% 838
2022
Q1 		$368K Buy
4,683
+109
+2% +$9.2K 0.03% 290
2021
Q4 		$392K Sell
4,574
-270
-6% -$24K 0.03% 280
2021
Q3 		$430K Sell
4,844
-8,379
-63% -$759K 0.03% 271
2021
Q2 		$1.2M Buy
13,223
+1,086
+9% +$97K 0.08% 138
2021
Q1 		$1.08M Buy
12,137
+419
+4% +$38.1K 0.08% 139
2020
Q4 		$1.08M Buy
11,718
+1,823
+18% +$170K 0.09% 135
2020
Q3 		$920K Buy
9,895
+2,995
+43% +$280K 0.09% 133
2020
Q2 		$644K Buy
+6,900
New +$632K 0.07% 157
2017
Q4 		– Sell
-7,654
Closed -$648K – 221
2017
Q3 		$648K Buy
7,654
+1,888
+33% +$160K 0.18% 97
2017
Q2 		$487K Buy
5,766
+5,650
+4,871% +$477K 0.14% 106
2017
Q1 		$9.73K Buy
+116
New +$9.66K 0.03% 275
2016
Q3 		$27.2K Sell
312
-20
-6% -$1.75K 0.01% 427
2016
Q2 		$27.5K Buy
+332
New +$28.7K ﹤0.01% 1217
2015
Q4 		$12.1K Buy
+435
New +$36.6K ﹤0.01% 1098

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's BIV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 143 shares — an estimated $10.8K sold.

WealthPLAN Partners first reported a position in BIV in Q4 2015 and held it in 16 quarters. The position peaked at $1.2M in Q2 2021. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 143 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $10.8K.
  • WealthPLAN Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 16 quarters.
  • WealthPLAN Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.2M in Q2 2021.
  • 722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.