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

FCG 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
2020
Q3 		– Sell
-2,684
Closed -$250K – 190
2020
Q2 		$250K Sell
2,684
-610
-19% -$55.8K 0.07% 140
2020
Q1 		$294K Sell
3,294
-875
-21% -$77.6K 0.08% 107
2019
Q4 		$364K Buy
4,169
+185
+5% +$16.2K 0.1% 105
2019
Q3 		$351K Buy
3,984
+23
+0.6% +$2.01K 0.11% 103
2019
Q2 		$343K Sell
3,961
-122
-3% -$10.3K 0.11% 101
2019
Q1 		$343K Sell
4,083
-680
-14% -$56K 0.11% 99
2018
Q4 		$387K Sell
4,763
-579
-11% -$46.4K 0.15% 86
2018
Q3 		$430K Sell
5,342
-47
-0.9% -$3.8K 0.15% 81
2018
Q2 		$436K Sell
5,389
-161
-3% -$13K 0.16% 78
2018
Q1 		$454K Sell
5,550
-278
-5% -$22.8K 0.16% 72
2017
Q4 		$469K Sell
5,828
-989
-15% -$83.4K 0.17% 63
2017
Q3 		$577K Sell
6,817
-494
-7% -$41.9K 0.21% 59
2017
Q2 		$618K Sell
7,311
-92
-1% -$7.77K 0.21% 64
2017
Q1 		$599K Buy
7,403
+258
+4% +$21.5K 0.24% 55
2016
Q4 		$594K Sell
7,145
-118
-2% -$10K 0.27% 52
2016
Q3 		$637K Buy
+7,263
New +$637K 0.2% 58

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCG Advisors's BIV Position: Q3 2020 in Review

FCG Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 2,684 shares — an estimated $250K sold.

FCG Advisors first reported a position in BIV in Q3 2016 and held it in 16 quarters. The position peaked at $637K in Q3 2016. 560 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • FCG Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • FCG Advisors sold 2,684 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $250K.
  • FCG Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 16 quarters.
  • FCG Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $637K in Q3 2016.
  • 560 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.