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

Wiser 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
2024 Q1	–	Sell	-160,442	Closed	-$12.2M	–	32
2023 Q4	$12.2M	Buy	160,442 +10,796	+7%	+$791K	4.43%	9
2023 Q3	$10.8M	Buy	149,646 +6,053	+4%	+$448K	4.4%	8
2023 Q2	$10.8M	Buy	143,593 +2,739	+2%	+$209K	4.34%	10
2023 Q1	$10.8M	Buy	140,854 +12,723	+10%	+$964K	4.62%	8
2022 Q4	$9.52M	Buy	128,131 +2,226	+2%	+$165K	4.4%	8
2022 Q3	$9.25M	Buy	125,905 +9,637	+8%	+$746K	4.84%	8
2022 Q2	$9.03M	Buy	116,268 +8,982	+8%	+$704K	4.68%	8
2022 Q1	$8.79M	Buy	107,286 +7,371	+7%	+$622K	4.05%	9
2021 Q4	$8.76M	Buy	99,915 +7,640	+8%	+$678K	4.28%	9
2021 Q3	$8.25M	Buy	92,275 +12,619	+16%	+$1.14M	4.4%	9
2021 Q2	$7.17M	Buy	79,656 +8,352	+12%	+$746K	4.36%	8
2021 Q1	$6.33M	Buy	71,304 +12,794	+22%	+$1.16M	4.35%	8
2020 Q4	$5.43M	Buy	+58,510	New	+$5.45M	4.07%	9

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Wiser Wealth Management's BIV Position: Q1 2024 in Review

Wiser Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2024, closing a stake of 160,442 shares — an estimated $12.2M sold.

Wiser Wealth Management first reported a position in BIV in Q4 2020 and held it in 13 quarters. The position peaked at $12.2M in Q4 2023. 818 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

Wiser Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Wiser Wealth Management sold 160,442 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $12.2M.
Wiser Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 13 quarters.
Wiser Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $12.2M in Q4 2023.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Wiser Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.