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

GFS 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 		– Sell
-43,900
Closed -$12K – 120
2024
Q2 		$12K Buy
+43,900
New +$3.26M ﹤0.01% 188

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

GFS Advisors's BIV Position: Q3 2024 in Review

GFS Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 43,900 shares — an estimated $12K sold.

GFS Advisors first reported a position in BIV in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 856 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • GFS Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • GFS Advisors sold 43,900 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $12K.
  • GFS Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 1 quarter.
  • GFS Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $12K in Q2 2024.
  • 856 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on GFS Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.