CC
BIV icon

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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Courier Capital's BIV Position: Q3 2022 in Review

Courier Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 3,353 shares — an estimated $260K sold.

Courier Capital first reported a position in BIV in Q1 2017 and held it in 22 quarters. The position peaked at $383K in Q3 2017. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • Courier Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Courier Capital sold 3,353 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $260K.
  • Courier Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 22 quarters.
  • Courier Capital's Vanguard Intermediate-Term Bond ETF position peaked at $383K in Q3 2017.
  • 656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Courier Capital's 13F filing for Q3 2022, filed 18 Oct 2022.