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HCR Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HCR Wealth 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
2021
Q1 		– Sell
-1,120
Closed -$104K – 183
2020
Q4 		$104K Hold
1,120
– – 0.02% 186
2020
Q3 		$105K Hold
1,120
– – 0.02% 164
2020
Q2 		$104K Buy
+1,120
New +$103K 0.02% 159

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HCR Wealth Advisors's BIV Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 1,120 shares — an estimated $104K sold.

HCR Wealth Advisors first reported a position in BIV in Q2 2020 and held it in 3 quarters. The position peaked at $105K in Q3 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • HCR Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,120 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $104K.
  • HCR Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 3 quarters.
  • HCR Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $105K in Q3 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.