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

FinTrust 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
2024 Q3	$4.62K	Sell	59 -323	-85%	-$24.9K	﹤0.01%	1104
2024 Q2	$28.6K	Sell	382 -108	-22%	-$8.03K	0.01%	683
2024 Q1	$36.9K	Hold	490	–	–	0.01%	610
2023 Q4	$37.4K	Hold	490	–	–	0.01%	570
2023 Q3	$35.4K	Hold	490	–	–	0.01%	531
2023 Q2	$36.4K	Hold	490	–	–	0.01%	501
2023 Q1	$36.4K	Hold	490	–	–	0.01%	499
2022 Q4	$36.4K	Hold	490	–	–	0.01%	499
2022 Q3	$36K	Hold	490	–	–	0.01%	572
2022 Q2	$39K	Buy	490 +59	+14%	+$4.63K	0.01%	574
2022 Q1	$35K	Hold	431	–	–	0.01%	629
2021 Q4	$38K	Hold	431	–	–	0.01%	594
2021 Q3	$39K	Hold	431	–	–	0.01%	591
2021 Q2	$39K	Sell	431 -1,559	-78%	-$139K	0.01%	598
2021 Q1	$177K	Hold	1,990	–	–	0.05%	287
2020 Q4	$185K	Buy	1,990 +431	+28%	+$40.1K	0.06%	257
2020 Q3	$146	Sell	1,559 -362	-19%	-$33.9K	0.03%	293
2020 Q2	$179K	Buy	1,921 +1,381	+256%	+$126K	0.07%	224
2020 Q1	$48K	Hold	540	–	–	0.02%	441
2019 Q4	$47K	Hold	540	–	–	0.02%	450
2019 Q3	$48K	Hold	540	–	–	0.02%	457
2019 Q2	$47K	Hold	540	–	–	0.02%	424
2019 Q1	$45K	Sell	540 -30	-5%	-$2.47K	0.02%	409
2018 Q4	$46K	Buy	+570	New	+$45.6K	0.02%	397

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FinTrust Capital Advisors's BIV Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 85% in Q3 2024, selling an estimated $24.9K and leaving 59 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

FinTrust Capital Advisors first reported a position in BIV in Q4 2018 and has held it in 24 quarters since. The position peaked at $185K in Q4 2020. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

FinTrust Capital Advisors held 59 shares of Vanguard Intermediate-Term Bond ETF worth $4.62K as of Q3 2024.
FinTrust Capital Advisors sold 323 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $24.9K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1104 holding.
FinTrust Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $185K in Q4 2020.
854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.