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

Glen Eagle 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
Q2 		– Sell
-37
Closed -$2.75K – 1131
2024
Q1 		$2.82K Hold
37
– – ﹤0.01% 862
2023
Q4 		$2.86K Sell
37
-22
-37% -$1.61K ﹤0.01% 819
2023
Q3 		$4.29K Sell
59
-1
-2% -$74 ﹤0.01% 751
2023
Q2 		$4.45K Buy
60
+23
+62% +$1.75K ﹤0.01% 754
2023
Q1 		$2.84K Sell
37
-472
-93% -$35.7K ﹤0.01% 803
2022
Q4 		$37.8K Buy
509
+445
+695% +$33K 0.01% 397
2022
Q3 		$4.7K Sell
64
-500
-89% -$38.7K ﹤0.01% 716
2022
Q2 		$43.8K Hold
564
– – 0.01% 387
2022
Q1 		$46.2K Sell
564
-106
-16% -$8.95K 0.01% 383
2021
Q4 		$58.7K Hold
670
– – 0.02% 352
2021
Q3 		$59.9K Hold
670
– – 0.02% 348
2021
Q2 		$60.3K Hold
670
– – 0.02% 344
2021
Q1 		$59.4K Hold
670
– – 0.02% 317
2020
Q4 		$62.2K Sell
670
-30
-4% -$2.79K 0.02% 296
2020
Q3 		$65.5K Sell
700
-41
-6% -$3.84K 0.03% 272
2020
Q2 		$69.1K Sell
741
-120
-14% -$11K 0.04% 243
2020
Q1 		$76.9K Buy
861
+255
+42% +$22.6K 0.05% 222
2019
Q4 		$52.9K Hold
606
– – 0.03% 306
2019
Q3 		$53.3K Hold
606
– – 0.04% 278
2019
Q2 		$52.4K Hold
606
– – 0.04% 272
2019
Q1 		$50.9K Hold
606
– – 0.04% 266
2018
Q4 		$49.3K Hold
606
– – 0.04% 244
2018
Q3 		$48.8K Hold
606
– – 0.03% 259
2018
Q2 		$49.1K Hold
606
– – 0.04% 257
2018
Q1 		$49.6K Hold
606
– – 0.04% 247
2017
Q4 		$50.8K Hold
606
– – 0.04% 241
2017
Q3 		$51.3K Hold
606
– – 0.05% 233
2017
Q2 		$51.2K Hold
606
– – 0.04% 217
2017
Q1 		$50.6K Hold
606
– – 0.04% 204
2016
Q4 		$50.3K Buy
+606
New +$51.5K 0.05% 195

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Glen Eagle Advisors's BIV Position: Q2 2024 in Review

Glen Eagle Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 37 shares — an estimated $2.75K sold.

Glen Eagle Advisors first reported a position in BIV in Q4 2016 and held it in 30 quarters. The position peaked at $76.9K in Q1 2020. 828 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Glen Eagle Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Glen Eagle Advisors sold 37 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $2.75K.
  • Glen Eagle Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 30 quarters.
  • Glen Eagle Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $76.9K in Q1 2020.
  • 828 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Glen Eagle Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.