Wolff Wiese Magana’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-70	Closed	-$5.06K	–	734
2023 Q3	$5.06K	Hold	70	–	–	﹤0.01%	431
2023 Q2	$5.27K	Sell	70 -70	-50%	-$5.33K	﹤0.01%	435
2023 Q1	$10.7K	Hold	140	–	–	0.01%	337
2022 Q4	$10.4K	Hold	140	–	–	0.01%	325
2022 Q3	$10K	Hold	140	–	–	0.01%	498
2022 Q2	$11K	Hold	140	–	–	0.01%	516
2022 Q1	$11K	Hold	140	–	–	0.01%	522
2021 Q4	$12K	Hold	140	–	–	0.01%	510
2021 Q3	$13K	Hold	140	–	–	0.01%	484
2021 Q2	$13K	Hold	140	–	–	0.01%	455
2021 Q1	$12K	Hold	140	–	–	0.01%	450
2020 Q4	$13K	Buy	+140	New	+$13K	0.01%	411

Other funds holding BIV

Envestnet Asset Management

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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