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

Parsons Capital Management’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
Q4 		– Sell
-3,437
Closed -$269K – 442
2024
Q3 		$269K Sell
3,437
-390
-10% -$30.1K 0.02% 394
2024
Q2 		$287K Sell
3,827
-900
-19% -$66.9K 0.02% 381
2024
Q1 		$356K Sell
4,727
-313
-6% -$23.6K 0.02% 359
2023
Q4 		$385K Sell
5,040
-400
-7% -$29.3K 0.03% 341
2023
Q3 		$393K Sell
5,440
-45
-0.8% -$3.33K 0.03% 326
2023
Q2 		$413K Sell
5,485
-675
-11% -$51.4K 0.03% 323
2023
Q1 		$473K Sell
6,160
-550
-8% -$41.7K 0.04% 302
2022
Q4 		$499K Sell
6,710
-1,225
-15% -$90.8K 0.04% 284
2022
Q3 		$583K Sell
7,935
-300
-4% -$23.2K 0.05% 253
2022
Q2 		$639K Sell
8,235
-1,821
-18% -$143K 0.06% 249
2022
Q1 		$824K Sell
10,056
-100
-1% -$8.44K 0.06% 234
2021
Q4 		$890K Sell
10,156
-64
-0.6% -$5.68K 0.06% 238
2021
Q3 		$914K Sell
10,220
-510
-5% -$46.2K 0.07% 228
2021
Q2 		$965K Sell
10,730
-315
-3% -$28.1K 0.07% 216
2021
Q1 		$980K Sell
11,045
-1,175
-10% -$107K 0.08% 208
2020
Q4 		$1.14M Sell
12,220
-75
-0.6% -$6.99K 0.1% 191
2020
Q3 		$1.15M Hold
12,295
– – 0.11% 166
2020
Q2 		$1.15M Sell
12,295
-150
-1% -$13.7K 0.12% 152
2020
Q1 		$1.11M Sell
12,445
-375
-3% -$33.3K 0.14% 139
2019
Q4 		$1.12M Hold
12,820
– – 0.11% 167
2019
Q3 		$1.13M Sell
12,820
-30
-0.2% -$2.62K 0.12% 164
2019
Q2 		$1.11M Sell
12,850
-748
-6% -$63.2K 0.12% 163
2019
Q1 		$1.14M Sell
13,598
-220
-2% -$18.1K 0.12% 160
2018
Q4 		$1.12M Sell
13,818
-1,680
-11% -$135K 0.14% 145
2018
Q3 		$1.25M Sell
15,498
-405
-3% -$32.7K 0.13% 154
2018
Q2 		$1.29M Sell
15,903
-724
-4% -$58.5K 0.15% 140
2018
Q1 		$1.36M Sell
16,627
-3,775
-19% -$310K 0.16% 136
2017
Q4 		$1.71M Sell
20,402
-1,817
-8% -$153K 0.19% 123
2017
Q3 		$1.88M Sell
22,219
-125
-0.6% -$10.6K 0.22% 110
2017
Q2 		$1.89M Sell
22,344
-572
-2% -$48.3K 0.23% 111
2017
Q1 		$1.92M Buy
22,916
+420
+2% +$35K 0.24% 112
2016
Q4 		$1.87M Sell
22,496
-821
-4% -$69.7K 0.25% 105
2016
Q3 		$2.04M Buy
23,317
+1,515
+7% +$133K 0.28% 94
2016
Q2 		$1.92M Sell
21,802
-440
-2% -$38K 0.26% 103
2016
Q1 		$1.92M Sell
22,242
-759
-3% -$64.3K 0.26% 101
2015
Q4 		$1.91M Buy
23,001
+53
+0.2% +$4.46K 0.27% 101
2015
Q3 		$1.95M Sell
22,948
-141
-0.6% -$11.9K 0.28% 96
2015
Q2 		$1.94M Sell
23,089
-571
-2% -$48.5K 0.26% 103
2015
Q1 		$2.04M Buy
+23,660
New +$2.03M 0.29% 95

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Parsons Capital Management's BIV Position: Q4 2024 in Review

Parsons Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 3,437 shares — an estimated $269K sold.

Parsons Capital Management first reported a position in BIV in Q1 2015 and held it in 39 quarters. The position peaked at $2.04M in Q3 2016. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Parsons Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Parsons Capital Management sold 3,437 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $269K.
  • Parsons Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 39 quarters.
  • Parsons Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.04M in Q3 2016.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Parsons Capital Management's 13F filing for Q4 2024, filed 22 Jan 2025.