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

Bay Colony 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
2023
Q2 		– Sell
-3,076
Closed -$235K – 351
2023
Q1 		$235K Sell
3,076
-767
-20% -$58.1K 0.06% 273
2022
Q4 		$286K Sell
3,843
-136
-3% -$10.1K 0.08% 256
2022
Q3 		$292K Buy
3,979
+128
+3% +$9.9K 0.09% 231
2022
Q2 		$308K Sell
3,851
-6,686
-63% -$524K 0.08% 237
2022
Q1 		$863K Buy
10,537
+4,026
+62% +$340K 0.21% 116
2021
Q4 		$570K Sell
6,511
-563
-8% -$49.9K 0.16% 156
2021
Q3 		$633K Sell
7,074
-4,396
-38% -$398K 0.21% 136
2021
Q2 		$1.03M Sell
11,470
-1,139
-9% -$102K 0.34% 88
2021
Q1 		$1.12M Sell
12,609
-1,360
-10% -$124K 0.43% 68
2020
Q4 		$1.3M Buy
13,969
+438
+3% +$40.8K 0.69% 37
2020
Q3 		$1.26M Buy
13,531
+1,894
+16% +$177K 0.79% 30
2020
Q2 		$1.08M Buy
11,637
+5,488
+89% +$502K 0.78% 35
2020
Q1 		$549K Sell
6,149
-1,214
-16% -$108K 0.5% 66
2019
Q4 		$649K Buy
7,363
+131
+2% +$11.5K 0.42% 83
2019
Q3 		$636K Buy
7,232
+2,462
+52% +$215K 0.43% 78
2019
Q2 		$413K Sell
4,770
-1,575
-25% -$133K 0.27% 108
2019
Q1 		$534K Buy
+6,345
New +$522K 0.35% 82

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bay Colony Advisors's BIV Position: Q2 2023 in Review

Bay Colony Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 3,076 shares — an estimated $235K sold.

Bay Colony Advisors first reported a position in BIV in Q1 2019 and held it in 17 quarters. The position peaked at $1.3M in Q4 2020. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

  • Bay Colony Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Bay Colony Advisors sold 3,076 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $235K.
  • Bay Colony Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and held it in 17 quarters.
  • Bay Colony Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.3M in Q4 2020.
  • 724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Bay Colony Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.