Pallas Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pallas Capital 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
2023 Q4	–	Sell	-7,154	Closed	-$508K	–	361
2023 Q3	$508K	Buy	+7,154	New	+$529K	0.03%	230
2021 Q4	–	Sell	-26,404	Closed	-$2.34M	–	355
2021 Q3	$2.34M	Sell	26,404 -5,426	-17%	-$491K	0.26%	77
2021 Q2	$2.9M	Buy	+31,830	New	+$2.84M	0.41%	58

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Pallas Capital Advisors's BIV Position: Q4 2023 in Review

Pallas Capital Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2023, closing a stake of 7,154 shares — an estimated $508K sold.

Pallas Capital Advisors first reported a position in BIV in Q2 2021 and held it in 3 quarters. The position peaked at $2.9M in Q2 2021. 822 funds tracked by Wall St. Rank hold BIV as of Q4 2023.

Pallas Capital Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Pallas Capital Advisors sold 7,154 Vanguard Intermediate-Term Bond ETF shares in Q4 2023, an estimated $508K.
Pallas Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 3 quarters.
Pallas Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.9M in Q2 2021.
822 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2023.

Based on Pallas Capital Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.