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HC Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HC Financial Advisors’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 		$5K Hold
60
– – ﹤0.01% 279
2022
Q1 		$5K Hold
60
– – ﹤0.01% 269
2021
Q4 		$5K Hold
60
– – ﹤0.01% 278
2021
Q3 		$5K Hold
60
– – ﹤0.01% 272
2021
Q2 		$5K Buy
+60
New +$5.36K ﹤0.01% 283

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

HC Financial Advisors's BIV Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2022 at 60 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

HC Financial Advisors first reported a position in BIV in Q2 2021 and has held it in 5 quarters since. 674 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

  • HC Financial Advisors held 60 shares of Vanguard Intermediate-Term Bond ETF worth $5K as of Q2 2022.
  • HC Financial Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2022.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #279 holding.
  • HC Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 5 quarters since.
  • 674 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.