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HAS
HBW Advisory Services’s
Vanguard Intermediate-Term Bond ETF
BIV
Stock Holding History
HBW Advisory 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
2024
Q3
–
Sell
-3,043
Closed
-$228K
–
368
2024
Q2
$228K
Sell
3,043
-1,172
-28%
-$87.1K
0.04%
301
2024
Q1
$322K
Hold
4,215
–
–
0.06%
225
2023
Q4
$322K
Buy
4,215
+71
+2%
+$5.2K
0.06%
225
2023
Q3
$300K
Buy
4,144
+994
+32%
+$73.5K
0.06%
211
2023
Q2
$237K
Buy
+3,150
New
+$240K
0.05%
259
2022
Q2
–
Sell
-23,525
Closed
-$1.93M
–
223
2022
Q1
$1.93M
Buy
23,525
+9,137
+64%
+$771K
0.68%
44
2021
Q4
$1.26M
Buy
14,388
+11,003
+325%
+$976K
0.29%
85
2021
Q3
$303K
Buy
+3,385
New
+$307K
0.08%
202
2021
Q2
–
Sell
-2,657
Closed
-$236K
–
252
2021
Q1
$236K
Sell
2,657
-182
-6%
-$16.5K
0.06%
213
2020
Q4
$264K
Buy
2,839
+578
+26%
+$53.8K
0.08%
178
2020
Q3
$211K
Buy
+2,261
New
+$212K
0.09%
179
Other funds holding BIV
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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