Pathstone Family Office’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pathstone Family Office’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 Q3	$2.16M	Buy	70,902 +63,118	+811%	+$4.67M	0.02%	461
2023 Q2	$586K	Buy	7,784 +563	+8%	+$42.9K	0.01%	686
2023 Q1	$554K	Sell	7,221 -7,451	-51%	-$564K	0.01%	643
2022 Q4	$1.09M	Buy	+14,672	New	+$1.09M	0.01%	761
2021 Q1	–	Sell	-885	Closed	-$82K	–	738
2020 Q4	$82K	Buy	885 +741	+515%	+$69K	﹤0.01%	425
2020 Q3	$13K	Hold	144	–	–	﹤0.01%	556
2020 Q2	$13K	Hold	144	–	–	﹤0.01%	477
2020 Q1	$13K	Buy	+144	New	+$12.8K	﹤0.01%	479
2019 Q4	–	Sell	-220	Closed	-$19K	–	438
2019 Q3	$19K	Sell	220 -25	-10%	-$2.18K	﹤0.01%	398
2019 Q2	$21K	Hold	245	–	–	﹤0.01%	436
2019 Q1	$21K	Hold	245	–	–	﹤0.01%	427
2018 Q4	$20K	Hold	245	–	–	0.01%	265
2018 Q3	$20K	Buy	+245	New	+$19.8K	0.01%	143
2014 Q3	–	Sell	-100	Closed	-$8K	–	319
2014 Q2	$8K	Hold	100	–	–	0.02%	104
2014 Q1	$8K	Hold	100	–	–	0.02%	111
2013 Q4	$8K	Buy	+100	New	+$8.35K	0.02%	143

Other funds holding BIV

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Family Office's BIV Position: Q3 2023 in Review

Pathstone Family Office increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 811% in Q3 2023, buying an estimated $4.67M and bringing the position to 70,902 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #461.

Pathstone Family Office first reported a position in BIV in Q4 2013 and has held it in 16 quarters since. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Pathstone Family Office held 70,902 shares of Vanguard Intermediate-Term Bond ETF worth $2.16M as of Q3 2023.
Pathstone Family Office bought 63,118 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $4.67M.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #461 holding.
Pathstone Family Office first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 16 quarters since.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.