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Jackson Hole Capital Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jackson Hole Capital Partners’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
-465
Closed -$34.8K – 271
2024
Q2 		$34.8K Hold
465
– – 0.01% 234
2024
Q1 		$35.1K Hold
465
– – 0.01% 233
2023
Q4 		$35.5K Hold
465
– – 0.01% 228
2023
Q3 		$33.6K Hold
465
– – 0.01% 211
2023
Q2 		$35K Hold
465
– – 0.01% 225
2023
Q1 		$35.7K Hold
465
– – 0.01% 243
2022
Q4 		$34.6K Hold
465
– – 0.01% 214
2022
Q3 		$34K Buy
+465
New +$36K 0.01% 212
2022
Q2 		– Sell
-465
Closed -$38K – 237
2022
Q1 		$38K Buy
+465
New +$39.3K 0.01% 202

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Jackson Hole Capital Partners's BIV Position: Q3 2024 in Review

Jackson Hole Capital Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2024, closing a stake of 465 shares — an estimated $34.8K sold.

Jackson Hole Capital Partners first reported a position in BIV in Q1 2022 and held it in 9 quarters. The position peaked at $38K in Q1 2022. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Jackson Hole Capital Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Jackson Hole Capital Partners sold 465 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $34.8K.
  • Jackson Hole Capital Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 9 quarters.
  • Jackson Hole Capital Partners's Vanguard Intermediate-Term Bond ETF position peaked at $38K in Q1 2022.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q3 2024, filed 30 Oct 2024.