Windsor Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Windsor Wealth 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	$290K	Hold	4,011	–	–	0.05%	125
2023 Q2	$302K	Sell	4,011 -391	-9%	-$29.8K	0.05%	127
2023 Q1	$339K	Hold	4,402	–	–	0.07%	117
2022 Q4	$334K	Hold	4,402	–	–	0.07%	120
2022 Q3	$322K	Hold	4,402	–	–	0.08%	110
2022 Q2	$343K	Buy	4,402 +140	+3%	+$11K	0.09%	111
2022 Q1	$340K	Hold	4,262	–	–	0.06%	181
2021 Q4	$371K	Hold	4,262	–	–	0.07%	173
2021 Q3	$382K	Hold	4,262	–	–	0.08%	164
2021 Q2	$383K	Hold	4,262	–	–	0.08%	163
2021 Q1	$378K	Sell	4,262 -27	-0.6%	-$2.45K	0.09%	160
2020 Q4	$398K	Hold	4,289	–	–	0.1%	150
2020 Q3	$399K	Buy	+4,289	New	+$402K	0.12%	142

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

Windsor Wealth Management's BIV Position: Q3 2023 in Review

Windsor Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2023 at 4,011 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #125.

Windsor Wealth Management first reported a position in BIV in Q3 2020 and has held it in 13 quarters since. The position peaked at $399K in Q3 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Windsor Wealth Management held 4,011 shares of Vanguard Intermediate-Term Bond ETF worth $290K as of Q3 2023.
Windsor Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2023.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Windsor Wealth Management's portfolio in Q3 2023, its #125 holding.
Windsor Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 13 quarters since.
Windsor Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $399K in Q3 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.