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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

HBW Advisory Services's BIV Position: Q3 2024 in Review

HBW Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 3,043 shares — an estimated $228K sold.

HBW Advisory Services first reported a position in BIV in Q3 2020 and held it in 11 quarters. The position peaked at $1.93M in Q1 2022. 856 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • HBW Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • HBW Advisory Services sold 3,043 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $228K.
  • HBW Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 11 quarters.
  • HBW Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $1.93M in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on HBW Advisory Services's 13F filing for Q3 2024, filed 4 Oct 2024.