HSBC Holdings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HSBC Holdings’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	-8,600	Closed	-$804K	–	3037
2020 Q3	$804K	Hold	8,600	–	–	﹤0.01%	1662
2020 Q2	$801K	Hold	8,600	–	–	﹤0.01%	1553
2020 Q1	$768K	Hold	8,600	–	–	﹤0.01%	1574
2019 Q4	$750K	Buy	8,600 +5,000	+139%	+$438K	﹤0.01%	1997
2019 Q3	$317K	Hold	3,600	–	–	﹤0.01%	2592
2019 Q2	$311K	Sell	3,600 -14,200	-80%	-$1.2M	﹤0.01%	2299
2019 Q1	$1.49M	Sell	17,800 -8,000	-31%	-$659K	﹤0.01%	1636
2018 Q4	$2.09M	Sell	25,800 -5,000	-16%	-$400K	﹤0.01%	1478
2018 Q3	$2.48M	Hold	30,800	–	–	﹤0.01%	1395
2018 Q2	$2.49M	Hold	30,800	–	–	﹤0.01%	1421
2018 Q1	$2.52M	Buy	30,800 +5,500	+22%	+$451K	﹤0.01%	1343
2017 Q4	$2.12M	Buy	25,300 +8,000	+46%	+$674K	﹤0.01%	1085
2017 Q3	$1.47M	Hold	17,300	–	–	﹤0.01%	1378
2017 Q2	$1.46M	Sell	17,300 -15,000	-46%	-$1.27M	﹤0.01%	1345
2017 Q1	$2.7M	Buy	32,300 +19,600	+154%	+$1.63M	0.01%	1137
2016 Q4	$1.05M	Hold	12,700	–	–	﹤0.01%	1403
2016 Q3	$1.11M	Sell	12,700 -2,300	-15%	-$202K	﹤0.01%	1321
2016 Q2	$1.32M	Hold	15,000	–	–	﹤0.01%	1291
2016 Q1	$1.29M	Sell	15,000 -5,000	-25%	-$424K	﹤0.01%	1254
2015 Q4	$1.66M	Sell	20,000 -4,000	-17%	-$337K	﹤0.01%	1310
2015 Q3	$2.04M	Sell	24,000 -16,000	-40%	-$1.35M	0.01%	1061
2015 Q2	$3.35M	Buy	40,000 +10,000	+33%	+$850K	0.01%	949
2015 Q1	$2.59M	Buy	30,000 +17,000	+131%	+$1.46M	0.01%	1112
2014 Q4	$1.1M	Buy	13,000 +500	+4%	+$42.5K	﹤0.01%	1301
2014 Q3	$1.05M	Buy	12,500 +4,000	+47%	+$338K	﹤0.01%	1316
2014 Q2	$720K	Buy	8,500 +1,500	+21%	+$126K	﹤0.01%	1382
2014 Q1	$583K	Buy	7,000 +4,000	+133%	+$333K	﹤0.01%	1361
2013 Q4	$245K	Buy	+3,000	New	+$250K	﹤0.01%	1586

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HSBC Holdings's BIV Position: Q4 2020 in Review

HSBC Holdings sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 8,600 shares — an estimated $804K sold.

HSBC Holdings first reported a position in BIV in Q4 2013 and held it in 28 quarters. The position peaked at $3.35M in Q2 2015. 649 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

HSBC Holdings reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
HSBC Holdings sold 8,600 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $804K.
HSBC Holdings first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and held it in 28 quarters.
HSBC Holdings's Vanguard Intermediate-Term Bond ETF position peaked at $3.35M in Q2 2015.
649 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on HSBC Holdings's 13F filing for Q4 2020, filed 12 Feb 2021.