First Allied Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First Allied Advisory Services’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	$9.05M	Buy	96,846 +1,908	+2%	+$179K	0.3%	72
2020 Q2	$8.85M	Buy	94,938 +8,646	+10%	+$791K	0.33%	67
2020 Q1	$7.71M	Buy	86,292 +9,915	+13%	+$880K	0.33%	64
2019 Q4	$6.65M	Buy	76,377 +36,816	+93%	+$3.22M	0.22%	115
2019 Q3	$3.48M	Sell	39,561 -6,406	-14%	-$560K	0.12%	197
2019 Q2	$3.98M	Sell	45,967 -53,760	-54%	-$4.54M	0.14%	178
2019 Q1	$8.36M	Buy	99,727 +79,370	+390%	+$6.53M	0.29%	77
2018 Q4	$1.65M	Buy	20,357 +4,289	+27%	+$343K	0.07%	307
2018 Q3	$1.29M	Sell	16,068 -3,625	-18%	-$293K	0.04%	395
2018 Q2	$1.6M	Sell	19,693 -45,902	-70%	-$3.71M	0.06%	327
2018 Q1	$5.37M	Sell	65,595 -10,136	-13%	-$832K	0.21%	128
2017 Q4	$6.35M	Sell	75,731 -3,111	-4%	-$262K	0.25%	101
2017 Q3	$6.67M	Buy	78,842 +12,569	+19%	+$1.07M	0.29%	80
2017 Q2	$5.61M	Buy	66,273 +38,910	+142%	+$3.29M	0.25%	105
2017 Q1	$2.31M	Sell	27,363 -6,180	-18%	-$515K	0.12%	195
2016 Q4	$2.79M	Sell	33,543 -2,504	-7%	-$213K	0.14%	168
2016 Q3	$3.16M	Sell	36,047 -6,998	-16%	-$614K	0.17%	146
2016 Q2	$3.8M	Buy	43,045 +1,667	+4%	+$144K	0.21%	120
2016 Q1	$3.57M	Buy	41,378 +6,268	+18%	+$531K	0.2%	128
2015 Q4	$2.91M	Buy	35,110 +8,986	+34%	+$756K	0.15%	157
2015 Q3	$2.22M	Buy	26,124 +6,006	+30%	+$505K	0.12%	193
2015 Q2	$1.69M	Buy	20,118 +6,678	+50%	+$568K	0.08%	292
2015 Q1	$1.16M	Buy	13,440 +3,381	+34%	+$290K	0.08%	306
2014 Q4	$849K	Buy	10,059 +4,773	+90%	+$406K	0.06%	369
2014 Q3	$446K	Sell	5,286 -39,129	-88%	-$3.31M	0.04%	551
2014 Q2	$3.85M	Sell	44,415 -37,955	-46%	-$3.19M	0.28%	85
2014 Q1	$6.8M	Buy	82,370 +75,290	+1,063%	+$6.26M	0.51%	31
2013 Q4	$581K	Sell	7,080 -69,923	-91%	-$5.83M	0.05%	447
2013 Q3	$6.56M	Buy	77,003 +25,577	+50%	+$2.12M	0.38%	67
2013 Q2	$4.4M	Buy	+51,426	New	+$4.47M	0.35%	72

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Allied Advisory Services's BIV Position: Q3 2020 in Review

First Allied Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2% in Q3 2020, buying an estimated $179K and bringing the position to 96,846 shares worth $9.05M. The position accounts for 0.3% of the portfolio, ranked #72.

First Allied Advisory Services first reported a position in BIV in Q2 2013 and has held it in 30 quarters since. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

First Allied Advisory Services held 96,846 shares of Vanguard Intermediate-Term Bond ETF worth $9.05M as of Q3 2020.
First Allied Advisory Services bought 1,908 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $179K.
Vanguard Intermediate-Term Bond ETF made up 0.3% of First Allied Advisory Services's portfolio in Q3 2020, its #72 holding.
First Allied Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 30 quarters since.
561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.