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

GHP Investment 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
-11
Closed -$824 – 985
2024
Q2 		$824 Buy
+11
New +$817 ﹤0.01% 906
2023
Q2 		– Sell
-103
Closed -$7.91K – 927
2023
Q1 		$7.91K Sell
103
-455
-82% -$34.5K ﹤0.01% 725
2022
Q4 		$41.5K Buy
+558
New +$41.3K ﹤0.01% 510

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

GHP Investment Advisors's BIV Position: Q3 2024 in Review

GHP Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 11 shares — an estimated $824 sold.

GHP Investment Advisors first reported a position in BIV in Q4 2022 and held it in 3 quarters. The position peaked at $41.5K in Q4 2022. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • GHP Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 11 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $824.
  • GHP Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 3 quarters.
  • GHP Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $41.5K in Q4 2022.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.