AllianceBernstein’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

AllianceBernstein’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	–	Sell	-3,364	Closed	-$252K	–	3236
2024 Q2	$252K	Buy	+3,364	New	+$250K	﹤0.01%	2974
2016 Q4	–	Sell	-2,500	Closed	-$219K	–	3013
2016 Q3	$219K	Buy	+2,500	New	+$219K	﹤0.01%	2805
2015 Q4	–	Sell	-139,665	Closed	-$11.8M	–	2920
2015 Q3	$11.8M	Sell	139,665 -1,048	-0.7%	-$88.2K	0.01%	833
2015 Q2	$11.8M	Sell	140,713 -1,730	-1%	-$147K	0.01%	868
2015 Q1	$12.3M	Buy	142,443 +1,677	+1%	+$144K	0.01%	862
2014 Q4	$11.9M	Sell	140,766 -297	-0.2%	-$25.3K	0.01%	846
2014 Q3	$11.9M	Sell	141,063 -1,287	-0.9%	-$109K	0.01%	838
2014 Q2	$12.1M	Buy	+142,350	New	+$12M	0.01%	846

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

AllianceBernstein's BIV Position: Q3 2024 in Review

AllianceBernstein sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 3,364 shares — an estimated $252K sold.

AllianceBernstein first reported a position in BIV in Q2 2014 and held it in 8 quarters. The position peaked at $12.3M in Q1 2015. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

AllianceBernstein reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
AllianceBernstein sold 3,364 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $252K.
AllianceBernstein first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and held it in 8 quarters.
AllianceBernstein's Vanguard Intermediate-Term Bond ETF position peaked at $12.3M in Q1 2015.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on AllianceBernstein's 13F filing for Q3 2024, filed 14 Nov 2024.