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ETrade Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

ETrade Capital Management’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
2020
Q3 		$1.36M Sell
14,588
-288
-2% -$27K 0.03% 296
2020
Q2 		$1.39M Sell
14,876
-126
-0.8% -$11.5K 0.03% 271
2020
Q1 		$1.34M Buy
+15,002
New +$1.33M 0.03% 235

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ETrade Capital Management's BIV Position: Q3 2020 in Review

ETrade Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.9% in Q3 2020, selling an estimated $27K and leaving 14,588 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #296.

ETrade Capital Management first reported a position in BIV in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.39M in Q2 2020. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • ETrade Capital Management held 14,588 shares of Vanguard Intermediate-Term Bond ETF worth $1.36M as of Q3 2020.
  • ETrade Capital Management sold 288 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $27K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of ETrade Capital Management's portfolio in Q3 2020, its #296 holding.
  • ETrade Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • ETrade Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.39M in Q2 2020.
  • 561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.