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Bivin & Associates’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Bivin & Associates’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$16K Sell
900
-55,733
-98% -$1.02M 0.02% 146
2022
Q1 		$1.1M Sell
56,633
-148
-0.3% -$2.98K 1.01% 24
2021
Q4 		$1.21M Buy
+56,781
New +$1.21M 1.06% 20

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Bivin & Associates's DIAL Position: Q2 2022 in Review

Bivin & Associates reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 98% in Q2 2022, selling an estimated $1.02M and leaving 900 shares worth $16K. The position accounts for 0.02% of the portfolio, ranked #146.

Bivin & Associates first reported a position in DIAL in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2021. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2022.

  • Bivin & Associates held 900 shares of Columbia Diversified Fixed Income Allocation ETF worth $16K as of Q2 2022.
  • Bivin & Associates sold 55,733 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2022, an estimated $1.02M.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #146 holding.
  • Bivin & Associates first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.21M in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.