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

Westside 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
2023 Q3	–	Sell	-51	Closed	-$3.84K	–	843
2023 Q2	$3.84K	Hold	51	–	–	﹤0.01%	726
2023 Q1	$3.91K	Hold	51	–	–	﹤0.01%	727
2022 Q4	$3	Hold	51	–	–	﹤0.01%	734
2022 Q3	$3	Hold	51	–	–	﹤0.01%	726
2022 Q2	$3	Hold	51	–	–	﹤0.01%	725
2022 Q1	$4	Hold	51	–	–	﹤0.01%	696
2021 Q4	$4	Hold	51	–	–	﹤0.01%	687
2021 Q3	$4	Hold	51	–	–	﹤0.01%	669
2021 Q2	$4	Hold	51	–	–	﹤0.01%	656
2021 Q1	$4	Hold	51	–	–	﹤0.01%	642
2020 Q4	$4	Hold	51	–	–	﹤0.01%	570
2020 Q3	$4	Hold	51	–	–	﹤0.01%	558
2020 Q2	$4	Hold	51	–	–	﹤0.01%	553
2020 Q1	$4	Buy	+51	New	+$4.52K	﹤0.01%	539
2019 Q2	$4	Buy	+51	New	+$4.31K	﹤0.01%	562

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Westside Investment Management's BIV Position: Q3 2023 in Review

Westside Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 51 shares — an estimated $3.84K sold.

Westside Investment Management first reported a position in BIV in Q2 2019 and held it in 15 quarters. The position peaked at $3.91K in Q1 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Westside Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 51 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $3.84K.
Westside Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 15 quarters.
Westside Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.91K in Q1 2023.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.