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Hancock Whitney Investment Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hancock Whitney Investment Services’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
2022
Q2 		$2.11M Sell
27,196
-681
-2% -$53.4K 1.35% 26
2022
Q1 		$2.28M Buy
27,877
+130
+0.5% +$11K 1.32% 28
2021
Q4 		$2.43M Buy
+27,747
New +$2.46M 0.42% 45

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Hancock Whitney Investment Services's BIV Position: Q2 2022 in Review

Hancock Whitney Investment Services reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.4% in Q2 2022, selling an estimated $53.4K and leaving 27,196 shares worth $2.11M. The position accounts for 1.35% of the portfolio, ranked #26.

Hancock Whitney Investment Services first reported a position in BIV in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2021. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • Hancock Whitney Investment Services held 27,196 shares of Vanguard Intermediate-Term Bond ETF worth $2.11M as of Q2 2022.
  • Hancock Whitney Investment Services sold 681 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $53.4K.
  • Vanguard Intermediate-Term Bond ETF made up 1.35% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #26 holding.
  • Hancock Whitney Investment Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Hancock Whitney Investment Services's Vanguard Intermediate-Term Bond ETF position peaked at $2.43M in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.