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

Paces Ferry 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
2020
Q4 		– Sell
-465
Closed -$43K – 233
2020
Q3 		$43K Buy
+465
New +$43.5K 0.04% 236

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Paces Ferry Wealth Advisors's BIV Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 465 shares — an estimated $43K sold.

Paces Ferry Wealth Advisors first reported a position in BIV in Q3 2020 and held it in 1 quarter. The position peaked at $43K in Q3 2020. 648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 465 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $43K.
  • Paces Ferry Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $43K in Q3 2020.
  • 648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.