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Mason & Associates (Virginia)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mason & Associates (Virginia)’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
Q2 		– Sell
-23,450
Closed -$1.77M – 42
2024
Q1 		$1.77M Buy
+23,450
New +$1.77M 1.35% 34

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mason & Associates (Virginia)'s BIV Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 23,450 shares — an estimated $1.77M sold.

Mason & Associates (Virginia) first reported a position in BIV in Q1 2024 and held it in 1 quarter. The position peaked at $1.77M in Q1 2024. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 23,450 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $1.77M.
  • Mason & Associates (Virginia) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s Vanguard Intermediate-Term Bond ETF position peaked at $1.77M in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.