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Cetera Advisor Networks’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cetera Advisor Networks’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
Q1 		$20.4M Buy
270,836
+3,074
+1% +$232K 0.1% 219
2023
Q4 		$20.5M Sell
267,762
-1,156
-0.4% -$84.7K 0.11% 184
2023
Q3 		$19.4M Buy
268,918
+5,721
+2% +$423K 0.12% 176
2023
Q2 		$19.8M Buy
263,197
+55,372
+27% +$4.22M 0.14% 161
2023
Q1 		$15.9M Buy
207,825
+3,651
+2% +$277K 0.12% 198
2022
Q4 		$15.2M Buy
204,174
+60,164
+42% +$4.46M 0.12% 198
2022
Q3 		$10.6M Buy
144,010
+24,092
+20% +$1.86M 0.13% 176
2022
Q2 		$9.31M Buy
119,918
+4,838
+4% +$379K 0.12% 197
2022
Q1 		$9.43M Buy
115,080
+17,857
+18% +$1.51M 0.11% 191
2021
Q4 		$8.52M Buy
97,223
+9,769
+11% +$867K 0.1% 206
2021
Q3 		$7.82M Buy
87,454
+6,919
+9% +$627K 0.11% 209
2021
Q2 		$7.25M Sell
80,535
-28,700
-26% -$2.56M 0.1% 217
2021
Q1 		$9.69M Sell
109,235
-19,340
-15% -$1.76M 0.21% 119
2020
Q4 		$11.9M Buy
128,575
+12,744
+11% +$1.19M 0.28% 87
2020
Q3 		$10.8M Buy
115,831
+1,024
+0.9% +$95.9K 0.28% 78
2020
Q2 		$10.7M Sell
114,807
-3,227
-3% -$295K 0.28% 75
2020
Q1 		$10.5M Buy
118,034
+44,837
+61% +$3.98M 0.35% 61
2019
Q4 		$6.38M Buy
73,197
+15,803
+28% +$1.38M 0.17% 118
2019
Q3 		$5.05M Buy
57,394
+4,491
+8% +$392K 0.15% 139
2019
Q2 		$4.58M Buy
52,903
+2,828
+6% +$239K 0.14% 149
2019
Q1 		$4.2M Buy
50,075
+4,394
+10% +$362K 0.14% 149
2018
Q4 		$3.71M Buy
45,681
+6,586
+17% +$527K 0.14% 140
2018
Q3 		$3.15M Buy
+39,095
New +$3.16M 0.11% 168
2018
Q2 		– Sell
-28,464
Closed -$2.32M – 846
2018
Q1 		$2.32M Buy
28,464
+7,491
+36% +$615K 0.1% 174
2017
Q4 		$1.76M Buy
20,973
+10,376
+98% +$874K 0.07% 226
2017
Q3 		$897K Buy
10,597
+3,018
+40% +$256K 0.04% 357
2017
Q2 		$641K Sell
7,579
-31
-0.4% -$2.62K 0.03% 448
2017
Q1 		$636K Buy
7,610
+1,024
+16% +$85.3K 0.03% 439
2016
Q4 		$549K Sell
6,586
-4,799
-42% -$407K 0.03% 447
2016
Q3 		$998K Buy
11,385
+1,580
+16% +$139K 0.04% 378
2016
Q2 		$864K Sell
9,805
-387
-4% -$33.5K 0.05% 321
2016
Q1 		$880K Buy
10,192
+374
+4% +$31.7K 0.05% 309
2015
Q4 		$816K Buy
9,818
+3,352
+52% +$282K 0.05% 319
2015
Q3 		$549K Sell
6,466
-1,343
-17% -$113K 0.04% 400
2015
Q2 		$672K Hold
7,809
– – 0.04% 371
2015
Q1 		$672K Buy
7,809
+737
+10% +$63.3K 0.04% 372
2014
Q4 		$600K Sell
7,072
-149
-2% -$12.7K 0.04% 401
2014
Q3 		$609K Buy
7,221
+3,773
+109% +$319K 0.04% 397
2014
Q2 		$294K Sell
3,448
-113
-3% -$9.5K 0.02% 622
2014
Q1 		$294K Sell
3,561
-103
-3% -$8.57K 0.02% 588
2013
Q4 		$298K Sell
3,664
-20
-0.5% -$1.67K 0.02% 559
2013
Q3 		$308K Buy
3,684
+261
+8% +$21.6K 0.03% 480
2013
Q2 		$287K Buy
+3,423
New +$297K 0.03% 452

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Cetera Advisor Networks's BIV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q1 2024, buying an estimated $232K and bringing the position to 270,836 shares worth $20.4M. The position accounts for 0.1% of the portfolio, ranked #219.

Cetera Advisor Networks first reported a position in BIV in Q2 2013 and has held it in 43 quarters since. The position peaked at $20.5M in Q4 2023. 819 funds tracked by Wall St. Rank hold BIV as of Q1 2024.

  • Cetera Advisor Networks held 270,836 shares of Vanguard Intermediate-Term Bond ETF worth $20.4M as of Q1 2024.
  • Cetera Advisor Networks bought 3,074 Vanguard Intermediate-Term Bond ETF shares in Q1 2024, an estimated $232K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #219 holding.
  • Cetera Advisor Networks first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 43 quarters since.
  • Cetera Advisor Networks's Vanguard Intermediate-Term Bond ETF position peaked at $20.5M in Q4 2023.
  • 819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.