APA
BIV icon

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

American Portfolios 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
2022
Q3 		$2.93M Sell
39,890
-1,811
-4% -$140K 0.12% 177
2022
Q2 		$3.24M Sell
41,701
-774
-2% -$60.7K 0.13% 162
2022
Q1 		$3.48M Sell
42,475
-11,686
-22% -$987K 0.12% 175
2021
Q4 		$4.75M Buy
54,161
+19,543
+56% +$1.73M 0.16% 124
2021
Q3 		$3.1M Buy
34,618
+5,241
+18% +$475K 0.12% 175
2021
Q2 		$2.64M Buy
29,377
+13,576
+86% +$1.21M 0.1% 203
2021
Q1 		$1.4M Buy
15,801
+4,205
+36% +$382K 0.06% 306
2020
Q4 		$1.08M Sell
11,596
-1,195
-9% -$111K 0.06% 323
2020
Q3 		$1.2M Buy
12,791
+2,549
+25% +$239K 0.07% 254
2020
Q2 		$954K Buy
10,242
+4,149
+68% +$380K 0.06% 289
2020
Q1 		$544K Buy
6,093
+1,404
+30% +$125K 0.05% 347
2019
Q4 		$409K Sell
4,689
-2,009
-30% -$176K 0.03% 493
2019
Q3 		$589K Buy
6,698
+384
+6% +$33.5K 0.05% 356
2019
Q2 		$546K Buy
6,314
+3,767
+148% +$318K 0.05% 366
2019
Q1 		$214K Buy
2,547
+1,394
+121% +$115K 0.02% 616
2018
Q4 		$93.7K Buy
1,153
+47
+4% +$3.76K 0.01% 750
2018
Q3 		$89K Buy
1,106
+412
+59% +$33.3K 0.01% 878
2018
Q2 		$56.2K Sell
694
-1,694
-71% -$137K 0.01% 1022
2018
Q1 		$195K Buy
2,388
+514
+27% +$42.2K 0.03% 524
2017
Q4 		$157K Buy
+1,874
New +$158K 0.02% 588

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

American Portfolios Advisors's BIV Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.3% in Q3 2022, selling an estimated $140K and leaving 39,890 shares worth $2.93M. The position accounts for 0.12% of the portfolio, ranked #177.

American Portfolios Advisors first reported a position in BIV in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.75M in Q4 2021. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • American Portfolios Advisors held 39,890 shares of Vanguard Intermediate-Term Bond ETF worth $2.93M as of Q3 2022.
  • American Portfolios Advisors sold 1,811 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $140K.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of American Portfolios Advisors's portfolio in Q3 2022, its #177 holding.
  • American Portfolios Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.75M in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.