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CC
Courier Capital’s
Vanguard Intermediate-Term Bond ETF
BIV
Stock Holding History
Courier Capital’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
2022
Q3
–
Sell
-3,353
Closed
-$260K
–
283
2022
Q2
$260K
Hold
3,353
–
–
0.03%
238
2022
Q1
$275K
Hold
3,353
–
–
0.03%
248
2021
Q4
$294K
Sell
3,353
-130
-4%
-$11.5K
0.03%
250
2021
Q3
$312K
Sell
3,483
-10
-0.3%
-$906
0.03%
242
2021
Q2
$314K
Hold
3,493
–
–
0.03%
245
2021
Q1
$310K
Sell
3,493
-51
-1%
-$4.63K
0.03%
234
2020
Q4
$329K
Sell
3,544
-51
-1%
-$4.75K
0.04%
217
2020
Q3
$335K
Sell
3,595
-250
-7%
-$23.4K
0.04%
201
2020
Q2
$358K
Hold
3,845
–
–
0.05%
191
2020
Q1
$350K
Buy
3,845
+595
+18%
+$52.8K
0.05%
181
2019
Q4
$285K
Hold
3,250
–
–
0.03%
228
2019
Q3
$288K
Hold
3,250
–
–
0.04%
220
2019
Q2
$281K
Sell
3,250
-650
-17%
-$54.9K
0.04%
227
2019
Q1
$327K
Sell
3,900
-140
-3%
-$11.5K
0.04%
205
2018
Q4
$328K
Sell
4,040
-10
-0.2%
-$801
0.05%
192
2018
Q3
$326K
Hold
4,050
–
–
0.04%
217
2018
Q2
$328K
Sell
4,050
-150
-4%
-$12.1K
0.04%
223
2018
Q1
$343K
Sell
4,200
-298
-7%
-$24.4K
0.05%
212
2017
Q4
$377K
Sell
4,498
-30
-0.7%
-$2.53K
0.05%
197
2017
Q3
$383K
Buy
4,528
+1,682
+59%
+$143K
0.05%
178
2017
Q2
$241K
Buy
2,846
+435
+18%
+$36.8K
0.04%
238
2017
Q1
$202K
Buy
+2,411
New
+$201K
0.04%
259
Other funds holding BIV
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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