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

AlphaMark 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 Q4	$23K	Buy	305 +5	+2%	+$380	0.01%	338
2024 Q3	$24K	Buy	300 +5	+2%	+$385	0.01%	411
2024 Q2	$22K	Hold	295	–	–	0.01%	435
2024 Q1	$22K	Buy	+295	New	+$22.2K	0.01%	433
2018 Q2	–	Sell	-51	Closed	-$4K	–	522
2018 Q1	$4K	Hold	51	–	–	﹤0.01%	432
2017 Q4	$4K	Hold	51	–	–	﹤0.01%	429
2017 Q3	$4K	Hold	51	–	–	﹤0.01%	424
2017 Q2	$4K	Hold	51	–	–	﹤0.01%	432
2017 Q1	$4K	Hold	51	–	–	﹤0.01%	417
2016 Q4	$4K	Buy	+51	New	+$4.33K	﹤0.01%	390

Other funds holding BIV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

AlphaMark Advisors's BIV Position: Q4 2024 in Review

AlphaMark Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q4 2024, buying an estimated $380 and bringing the position to 305 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #338.

AlphaMark Advisors first reported a position in BIV in Q4 2016 and has held it in 10 quarters since. The position peaked at $24K in Q3 2024. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

AlphaMark Advisors held 305 shares of Vanguard Intermediate-Term Bond ETF worth $23K as of Q4 2024.
AlphaMark Advisors bought 5 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $380.
Vanguard Intermediate-Term Bond ETF made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #338 holding.
AlphaMark Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 10 quarters since.
AlphaMark Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $24K in Q3 2024.
933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.