Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAAM
Baker Avenue Asset Management’s
Vanguard Intermediate-Term Bond ETF
BIV
Stock Holding History
Baker Avenue Asset Management’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
2023
Q4
–
Sell
-988
Closed
-$71.4K
–
500
2023
Q3
$71.4K
Buy
+988
New
+$73.1K
﹤0.01%
476
2018
Q3
–
Sell
-12,737
Closed
-$1.03M
–
251
2018
Q2
$1.03M
Sell
12,737
-6,813
-35%
-$550K
0.09%
157
2018
Q1
$1.6M
Sell
19,550
-2,035
-9%
-$167K
0.15%
104
2017
Q4
$1.81M
Buy
21,585
+15,665
+265%
+$1.32M
0.17%
93
2017
Q3
$501K
Buy
+5,920
New
+$503K
0.06%
168
Other funds holding BIV
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close