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Alera Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Alera Investment Advisors’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
Q3 		$605K Sell
7,726
-31
-0.4% -$2.39K 0.07% 120
2024
Q2 		$581K Buy
+7,757
New +$576K 0.07% 114

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Alera Investment Advisors's BIV Position: Q3 2024 in Review

Alera Investment Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.4% in Q3 2024, selling an estimated $2.39K and leaving 7,726 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #120.

Alera Investment Advisors first reported a position in BIV in Q2 2024 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Alera Investment Advisors held 7,726 shares of Vanguard Intermediate-Term Bond ETF worth $605K as of Q3 2024.
  • Alera Investment Advisors sold 31 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $2.39K.
  • Vanguard Intermediate-Term Bond ETF made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #120 holding.
  • Alera Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.