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

Claro 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
Q3 		– Sell
-3,320
Closed -$250K – 374
2023
Q2 		$250K Buy
3,320
+676
+26% +$51.5K 0.06% 297
2023
Q1 		$203K Sell
2,644
-63
-2% -$4.77K 0.06% 321
2022
Q4 		$201K Buy
+2,707
New +$201K 0.07% 284
2021
Q4 		– Sell
-2,467
Closed -$221K – 285
2021
Q3 		$221K Buy
+2,467
New +$223K 0.09% 222

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Claro Advisors's BIV Position: Q3 2023 in Review

Claro Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 3,320 shares — an estimated $250K sold.

Claro Advisors first reported a position in BIV in Q3 2021 and held it in 4 quarters. The position peaked at $250K in Q2 2023. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Claro Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Claro Advisors sold 3,320 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $250K.
  • Claro Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and held it in 4 quarters.
  • Claro Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $250K in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.