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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wolff Wiese Magana's BIV Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 70 shares — an estimated $5.06K sold.

Wolff Wiese Magana first reported a position in BIV in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q3 2021. 824 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Wolff Wiese Magana reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 70 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $5.06K.
Wolff Wiese Magana first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 12 quarters.
Wolff Wiese Magana's Vanguard Intermediate-Term Bond ETF position peaked at $13K in Q3 2021.
824 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.