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

Wellington Wealth Strategies’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
-24,402
Closed -$1.84M – 64
2024
Q1 		$1.84M Buy
+24,402
New +$1.84M 0.86% 29

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

Wellington Wealth Strategies's BIV Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 24,402 shares — an estimated $1.84M sold.

Wellington Wealth Strategies first reported a position in BIV in Q1 2024 and held it in 1 quarter. The position peaked at $1.84M in Q1 2024. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 24,402 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $1.84M.
  • Wellington Wealth Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $1.84M in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.