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Pacific Center for Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pacific Center for Financial Services’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
2021
Q3 		– Sell
-411
Closed -$37K – 391
2021
Q2 		$37K Hold
411
– – 0.02% 177
2021
Q1 		$36K Hold
411
– – 0.02% 168
2020
Q4 		$38K Buy
411
+274
+200% +$25.5K 0.01% 163
2020
Q3 		$13K Hold
137
– – 0.01% 199
2020
Q2 		$13K Buy
+137
New +$12.5K 0.01% 190
2019
Q2 		– Sell
-1,414
Closed -$119K – 319
2019
Q1 		$119K Buy
1,414
+3
+0.2% +$247 0.06% 71
2018
Q4 		$115K Sell
1,411
-541
-28% -$43.3K 0.06% 70
2018
Q3 		$157K Sell
1,952
-118
-6% -$9.54K 0.08% 67
2018
Q2 		$168K Sell
2,070
-984
-32% -$79.5K 0.1% 60
2018
Q1 		$250K Buy
3,054
+315
+12% +$25.8K 0.15% 43
2017
Q4 		$230K Sell
2,739
-55
-2% -$4.63K 0.14% 41
2017
Q3 		$237K Sell
2,794
-633
-18% -$53.8K 0.15% 42
2017
Q2 		$290K Sell
3,427
-2,319
-40% -$196K 0.19% 36
2017
Q1 		$480K Sell
5,746
-39,773
-87% -$3.31M 0.34% 24
2016
Q4 		$3.78M Buy
+45,519
New +$3.86M 2.87% 10

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacific Center for Financial Services's BIV Position: Q3 2021 in Review

Pacific Center for Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2021, closing a stake of 411 shares — an estimated $37K sold.

Pacific Center for Financial Services first reported a position in BIV in Q4 2016 and held it in 15 quarters. The position peaked at $3.78M in Q4 2016. 640 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

  • Pacific Center for Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Pacific Center for Financial Services sold 411 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $37K.
  • Pacific Center for Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 15 quarters.
  • Pacific Center for Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $3.78M in Q4 2016.
  • 640 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on Pacific Center for Financial Services's 13F filing for Q3 2021, filed 15 Nov 2021.