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Goelzer Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Goelzer Investment Management’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 		– Sell
-2,679
Closed -$250K – 249
2020
Q2 		$250K Sell
2,679
-600
-18% -$54.9K 0.02% 221
2020
Q1 		$293K Sell
3,279
-350
-10% -$31.1K 0.03% 213
2019
Q4 		$317K Sell
3,629
-1,573
-30% -$138K 0.03% 221
2019
Q3 		$458K Sell
5,202
-330
-6% -$28.8K 0.04% 195
2019
Q2 		$479K Sell
5,532
-2,064
-27% -$174K 0.04% 198
2019
Q1 		$638K Buy
7,596
+514
+7% +$42.3K 0.06% 191
2018
Q4 		$576K Buy
+7,082
New +$567K 0.07% 160
2018
Q3 		– Sell
-2,782
Closed -$225K – 202
2018
Q2 		$225K Sell
2,782
-60
-2% -$4.85K 0.03% 196
2018
Q1 		$232K Sell
2,842
-325
-10% -$26.7K 0.03% 200
2017
Q4 		$265K Hold
3,167
– – 0.03% 192
2017
Q3 		$268K Sell
3,167
-1,620
-34% -$138K 0.03% 185
2017
Q2 		$405K Sell
4,787
-355
-7% -$30K 0.05% 162
2017
Q1 		$430K Buy
5,142
+340
+7% +$28.3K 0.05% 159
2016
Q4 		$399K Buy
4,802
+150
+3% +$12.7K 0.05% 167
2016
Q3 		$408K Buy
4,652
+452
+11% +$39.7K 0.06% 168
2016
Q2 		$370K Buy
4,200
+1,411
+51% +$122K 0.05% 174
2016
Q1 		$241K Buy
+2,789
New +$236K 0.03% 190

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goelzer Investment Management's BIV Position: Q3 2020 in Review

Goelzer Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 2,679 shares — an estimated $250K sold.

Goelzer Investment Management first reported a position in BIV in Q1 2016 and held it in 17 quarters. The position peaked at $638K in Q1 2019. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • Goelzer Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 2,679 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $250K.
  • Goelzer Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 17 quarters.
  • Goelzer Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $638K in Q1 2019.
  • 561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Goelzer Investment Management's 13F filing for Q3 2020, filed 27 Oct 2020.