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Capital Investment Counsel (Colorado)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Investment Counsel (Colorado)’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
Q4 		– Sell
-2,718
Closed -$213K – 119
2024
Q3 		$213K Sell
2,718
-5,974
-69% -$461K 0.04% 121
2024
Q2 		$651K Sell
8,692
-594
-6% -$44.1K 0.13% 96
2024
Q1 		$700K Buy
9,286
+1,544
+20% +$116K 0.15% 89
2023
Q4 		$591K Buy
+7,742
New +$567K 0.22% 83

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s BIV Position: Q4 2024 in Review

Capital Investment Counsel (Colorado) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 2,718 shares — an estimated $213K sold.

Capital Investment Counsel (Colorado) first reported a position in BIV in Q4 2023 and held it in 4 quarters. The position peaked at $700K in Q1 2024. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Capital Investment Counsel (Colorado) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Counsel (Colorado) sold 2,718 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $213K.
  • Capital Investment Counsel (Colorado) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 4 quarters.
  • Capital Investment Counsel (Colorado)'s Vanguard Intermediate-Term Bond ETF position peaked at $700K in Q1 2024.
  • 933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q4 2024, filed 23 Jan 2025.