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Allegiant Private Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Allegiant Private 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
2021
Q2 		$23.9M Buy
266,034
+73,901
+38% +$6.6M 3.87% 6
2021
Q1 		$17M Buy
192,133
+82,687
+76% +$7.51M 3.11% 7
2020
Q4 		$10.2M Buy
+109,446
New +$10.2M 2.11% 10

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allegiant Private Advisors's BIV Position: Q2 2021 in Review

Allegiant Private Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 38% in Q2 2021, buying an estimated $6.6M and bringing the position to 266,034 shares worth $23.9M. The position accounts for 3.87% of the portfolio, ranked #6.

Allegiant Private Advisors first reported a position in BIV in Q4 2020 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Allegiant Private Advisors held 266,034 shares of Vanguard Intermediate-Term Bond ETF worth $23.9M as of Q2 2021.
  • Allegiant Private Advisors bought 73,901 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $6.6M.
  • Vanguard Intermediate-Term Bond ETF made up 3.87% of Allegiant Private Advisors's portfolio in Q2 2021, its #6 holding.
  • Allegiant Private Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.