Freestone Capital Holdings
BIV icon

Freestone Capital Holdings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-328
Closed -$30.5K – 468
2020
Q4 		$30.5K Sell
328
-1,518
-82% -$141K ﹤0.01% 663
2020
Q3 		$173K Buy
+1,846
New +$173K 0.01% 344

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Freestone Capital Holdings's BIV Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 328 shares — an estimated $30.5K sold.

Freestone Capital Holdings first reported a position in BIV in Q3 2020 and held it in 2 quarters. The position peaked at $173K in Q3 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 328 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $30.5K.
  • Freestone Capital Holdings first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Vanguard Intermediate-Term Bond ETF position peaked at $173K in Q3 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.