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

Palo 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
2018
Q4 		$2.63M Sell
32,420
-9,461
-23% -$758K 1.12% 31
2018
Q3 		$3.37M Buy
41,881
+15,332
+58% +$1.24M 1.21% 29
2018
Q2 		$2.15M Sell
26,549
-2,081
-7% -$168K 0.78% 49
2018
Q1 		$2.34M Buy
+28,630
New +$2.35M 0.85% 46

Other funds holding BIV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Palo Capital's BIV Position: Q4 2018 in Review

Palo Capital reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 23% in Q4 2018, selling an estimated $758K and leaving 32,420 shares worth $2.63M. The position accounts for 1.12% of the portfolio, ranked #31.

Palo Capital first reported a position in BIV in Q1 2018 and has held it in 4 quarters since. The position peaked at $3.37M in Q3 2018. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

  • Palo Capital held 32,420 shares of Vanguard Intermediate-Term Bond ETF worth $2.63M as of Q4 2018.
  • Palo Capital sold 9,461 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $758K.
  • Vanguard Intermediate-Term Bond ETF made up 1.12% of Palo Capital's portfolio in Q4 2018, its #31 holding.
  • Palo Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • Palo Capital's Vanguard Intermediate-Term Bond ETF position peaked at $3.37M in Q3 2018.
  • 405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.