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Maiden Cove Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Maiden Cove Capital’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
Q4 		$1.13M Buy
15,096
+5,881
+64% +$447K 1.72% 11
2024
Q3 		$722K Sell
9,215
-2,460
-21% -$190K 1.13% 25
2024
Q2 		$871K Buy
+11,675
New +$868K 1.89% 12

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Maiden Cove Capital's BIV Position: Q4 2024 in Review

Maiden Cove Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 64% in Q4 2024, buying an estimated $447K and bringing the position to 15,096 shares worth $1.13M. The position accounts for 1.72% of the portfolio, ranked #11.

Maiden Cove Capital first reported a position in BIV in Q2 2024 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Maiden Cove Capital held 15,096 shares of Vanguard Intermediate-Term Bond ETF worth $1.13M as of Q4 2024.
  • Maiden Cove Capital bought 5,881 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $447K.
  • Vanguard Intermediate-Term Bond ETF made up 1.72% of Maiden Cove Capital's portfolio in Q4 2024, its #11 holding.
  • Maiden Cove Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.