Winthrop Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Winthrop Advisory Group’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 Q3	–	Sell	-7,604	Closed	-$590K	–	118
2022 Q2	$590K	Sell	7,604 -3,155	-29%	-$247K	0.14%	56
2022 Q1	$881K	Sell	10,759 -466	-4%	-$39.3K	0.18%	46
2021 Q4	$984K	Buy	11,225 +175	+2%	+$15.5K	0.2%	44
2021 Q3	$988K	Buy	11,050 +51	+0.5%	+$4.62K	0.22%	42
2021 Q2	$988K	Buy	10,999 +90	+0.8%	+$8.04K	0.22%	40
2021 Q1	$963K	Buy	10,909 +34	+0.3%	+$3.09K	0.24%	41
2020 Q4	$1.01M	Buy	10,875 +145	+1%	+$13.5K	0.26%	38
2020 Q3	$1M	Buy	10,730 +57	+0.5%	+$5.34K	0.31%	33
2020 Q2	$993K	Buy	10,673 +65	+0.6%	+$5.95K	0.35%	31
2020 Q1	$945K	Buy	10,608 +44	+0.4%	+$3.9K	0.38%	30
2019 Q4	$921K	Buy	+10,564	New	+$925K	0.33%	38

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

UCFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Winthrop Advisory Group's BIV Position: Q3 2022 in Review

Winthrop Advisory Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 7,604 shares — an estimated $590K sold.

Winthrop Advisory Group first reported a position in BIV in Q4 2019 and held it in 11 quarters. The position peaked at $1.01M in Q4 2020. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Winthrop Advisory Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Winthrop Advisory Group sold 7,604 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $590K.
Winthrop Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 11 quarters.
Winthrop Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.01M in Q4 2020.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Winthrop Advisory Group's 13F filing for Q3 2022, filed 4 Nov 2022.