CHA
BIV icon

Carmichael Hill & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Carmichael Hill & Associates’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 		$1.06M Buy
13,583
+2,473
+22% +$191K 0.38% 59
2024
Q2 		$832K Buy
11,110
+205
+2% +$15.2K 0.33% 63
2024
Q1 		$822K Buy
10,905
+516
+5% +$38.9K 0.33% 63
2023
Q4 		$793K Buy
10,389
+2,963
+40% +$217K 0.33% 64
2023
Q3 		$537K Buy
7,426
+488
+7% +$36.1K 0.25% 79
2023
Q2 		$522K Sell
6,938
-848
-11% -$64.6K 0.23% 82
2023
Q1 		$597K Buy
7,786
+208
+3% +$15.8K 0.29% 74
2022
Q4 		$563K Sell
7,578
-243
-3% -$18K 0.29% 75
2022
Q3 		$575K Buy
7,821
+307
+4% +$23.8K 0.31% 71
2022
Q2 		$583K Buy
7,514
+298
+4% +$23.4K 0.31% 73
2022
Q1 		$591K Buy
7,216
+1,369
+23% +$116K 0.27% 76
2021
Q4 		$512K Buy
5,847
+1,366
+30% +$121K 0.23% 96
2021
Q3 		$401K Buy
4,481
+2,031
+83% +$184K 0.2% 108
2021
Q2 		$220K Buy
2,450
+290
+13% +$25.9K 0.11% 156
2021
Q1 		$192K Buy
2,160
+651
+43% +$59.1K 0.11% 162
2020
Q4 		$140K Buy
1,509
+1,432
+1,860% +$133K 0.08% 180
2020
Q3 		$7K Hold
77
– – ﹤0.01% 558
2020
Q2 		$7K Hold
77
– – 0.01% 527
2020
Q1 		$7K Buy
+77
New +$6.83K 0.01% 496

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Carmichael Hill & Associates's BIV Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 22% in Q3 2024, buying an estimated $191K and bringing the position to 13,583 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #59.

Carmichael Hill & Associates first reported a position in BIV in Q1 2020 and has held it in 19 quarters since. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Carmichael Hill & Associates held 13,583 shares of Vanguard Intermediate-Term Bond ETF worth $1.06M as of Q3 2024.
  • Carmichael Hill & Associates bought 2,473 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $191K.
  • Vanguard Intermediate-Term Bond ETF made up 0.38% of Carmichael Hill & Associates's portfolio in Q3 2024, its #59 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.