Wellspring Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wellspring Financial Advisors’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 Q2	–	Sell	-3,320	Closed	-$272K	–	108
2022 Q1	$272K	Hold	3,320	–	–	0.08%	74
2021 Q4	$291K	Sell	3,320 -450	-12%	-$39.9K	0.08%	77
2021 Q3	$337K	Hold	3,770	–	–	0.1%	68
2021 Q2	$339K	Buy	+3,770	New	+$337K	0.11%	65
2021 Q1	–	Sell	-10,222	Closed	-$949K	–	93
2020 Q4	$949K	Buy	+10,222	New	+$952K	0.33%	37

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellspring Financial Advisors's BIV Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 3,320 shares — an estimated $272K sold.

Wellspring Financial Advisors first reported a position in BIV in Q4 2020 and held it in 5 quarters. The position peaked at $949K in Q4 2020. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Wellspring Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Wellspring Financial Advisors sold 3,320 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $272K.
Wellspring Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 5 quarters.
Wellspring Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $949K in Q4 2020.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.