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

Anson Capital’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	-5,269	Closed	-$395K	–	67
2024 Q2	$395K	Hold	5,269	–	–	0.39%	46
2024 Q1	$397K	Hold	5,269	–	–	0.57%	41
2023 Q4	$402K	Buy	+5,269	New	+$386K	0.66%	42
2023 Q2	–	Sell	-6,720	Closed	-$516K	–	62
2023 Q1	$516K	Sell	6,720 -594	-8%	-$45K	0.84%	35
2022 Q4	$544K	Sell	7,314 -2,434	-25%	-$180K	0.72%	32
2022 Q3	$716K	Sell	9,748 -2,997	-24%	-$232K	0.96%	27
2022 Q2	$990K	Buy	12,745 +96	+0.8%	+$7.53K	1.05%	24
2022 Q1	$1.04M	Sell	12,649 -5,867	-32%	-$495K	0.98%	27
2021 Q4	$1.66M	Buy	+18,516	New	+$1.64M	1.63%	17

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

Anson Capital's BIV Position: Q3 2024 in Review

Anson Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 5,269 shares — an estimated $395K sold.

Anson Capital first reported a position in BIV in Q4 2021 and held it in 9 quarters. The position peaked at $1.66M in Q4 2021. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

Anson Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Anson Capital sold 5,269 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $395K.
Anson Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 9 quarters.
Anson Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.66M in Q4 2021.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Anson Capital's 13F filing for Q3 2024, filed 24 Oct 2024.