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

Column Capital 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	$388K	Sell	5,369 -58	-1%	-$4.29K	0.06%	97
2023 Q2	$408K	Hold	5,427	–	–	0.06%	93
2023 Q1	$416K	Buy	5,427 +58	+1%	+$4.39K	0.06%	87
2022 Q4	$399K	Buy	+5,369	New	+$398K	0.07%	79

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Column Capital Advisors's BIV Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q3 2023, selling an estimated $4.29K and leaving 5,369 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #97.

Column Capital Advisors first reported a position in BIV in Q4 2022 and has held it in 4 quarters since. The position peaked at $416K in Q1 2023. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Column Capital Advisors held 5,369 shares of Vanguard Intermediate-Term Bond ETF worth $388K as of Q3 2023.
Column Capital Advisors sold 58 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $4.29K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of Column Capital Advisors's portfolio in Q3 2023, its #97 holding.
Column Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 4 quarters since.
Column Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $416K in Q1 2023.
722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.