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

Colonial Trust 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
2024
Q2 		– Sell
-4
Closed -$302 – 786
2024
Q1 		$302 Buy
+4
New +$301 ﹤0.01% 943

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Northwestern Mutual Wealth Management
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Bank of America
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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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Colonial Trust Advisors's BIV Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 4 shares — an estimated $302 sold.

Colonial Trust Advisors first reported a position in BIV in Q1 2024 and held it in 1 quarter. The position peaked at $302 in Q1 2024. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 4 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $302.
  • Colonial Trust Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $302 in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.