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Vanguard Intermediate-Term Bond ETF shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 50k 75.40
2023-12-31 $3.9M 51k 76.38
2023-09-30 $3.9M 54k 72.31
2023-06-30 $1.6M 22k 75.23
2023-03-31 $1.6M 20k 76.74
2022-12-31 $1.4M 19k 74.32

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Bernardo Wealth Planning

Top funds holding Vanguard Intermediate-Term Bond ETF

Envestnet Asset Management
Goldman Sachs Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
LPL Financial
Ameriprise Financial
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
Baird Financial
Envestnet Portfolio Solutions
FMR
Lincoln National

View all funds holding Vanguard Intermediate-Term Bond ETF