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Hayden Royal’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hayden Royal’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
Q4 		– Sell
-4,566
Closed -$426K – 475
2020
Q3 		$426K Buy
4,566
+836
+22% +$78.3K 0.23% 107
2020
Q2 		$348K Sell
3,730
-240
-6% -$22K 0.2% 100
2020
Q1 		$355K Sell
3,970
-551
-12% -$48.9K 0.21% 122
2019
Q4 		$403K Buy
4,521
+362
+9% +$31.7K 0.2% 122
2019
Q3 		$366K Buy
4,159
+1,801
+76% +$157K 0.32% 104
2019
Q2 		$202K Buy
+2,358
New +$199K 0.22% 144

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hayden Royal's BIV Position: Q4 2020 in Review

Hayden Royal sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 4,566 shares — an estimated $426K sold.

Hayden Royal first reported a position in BIV in Q2 2019 and held it in 6 quarters. The position peaked at $426K in Q3 2020. 648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Hayden Royal reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Hayden Royal sold 4,566 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $426K.
  • Hayden Royal first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 6 quarters.
  • Hayden Royal's Vanguard Intermediate-Term Bond ETF position peaked at $426K in Q3 2020.
  • 648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.