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Patriot Investment Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Patriot Investment Management Group’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 		– Sell
-3,816
Closed -$287K – 228
2023
Q2 		$287K Sell
3,816
-519
-12% -$39.5K 0.02% 208
2023
Q1 		$333K Sell
4,335
-3,814
-47% -$289K 0.03% 195
2022
Q4 		$625K Sell
8,149
-170
-2% -$12.6K 0.05% 150
2022
Q3 		$611K Sell
8,319
-9,374
-53% -$725K 0.06% 138
2022
Q2 		$1.37M Buy
17,693
+9,801
+124% +$769K 0.13% 84
2022
Q1 		$646K Sell
7,892
-562
-7% -$47.5K 0.06% 149
2021
Q4 		$740K Buy
8,454
+189
+2% +$16.8K 0.06% 140
2021
Q3 		$739K Sell
8,265
-10
-0.1% -$906 0.07% 135
2021
Q2 		$744K Sell
8,275
-248
-3% -$22.2K 0.07% 136
2021
Q1 		$756K Buy
8,523
+1,636
+24% +$149K 0.07% 128
2020
Q4 		$639K Sell
6,887
-3,796
-36% -$354K 0.1% 102
2020
Q3 		$998K Sell
10,683
-392,185
-97% -$36.7M 0.12% 92
2020
Q2 		$37.5M Sell
402,868
-264
-0.1% -$24.2K 4.75% 2
2020
Q1 		$36M Buy
403,132
+16,467
+4% +$1.46M 5.47% 2
2019
Q4 		$33.7M Sell
386,665
-21
-0% -$1.84K 4.36% 2
2019
Q3 		$34.3M Buy
386,686
+1,869
+0.5% +$163K 4.74% 2
2019
Q2 		$33.3M Buy
384,817
+632
+0.2% +$53.4K 4.66% 2
2019
Q1 		$32.2M Buy
+384,185
New +$31.6M 4.74% 2

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Investment Management Group's BIV Position: Q3 2023 in Review

Patriot Investment Management Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 3,816 shares — an estimated $287K sold.

Patriot Investment Management Group first reported a position in BIV in Q1 2019 and held it in 18 quarters. The position peaked at $37.5M in Q2 2020. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

  • Patriot Investment Management Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 3,816 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $287K.
  • Patriot Investment Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and held it in 18 quarters.
  • Patriot Investment Management Group's Vanguard Intermediate-Term Bond ETF position peaked at $37.5M in Q2 2020.
  • 722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Patriot Investment Management Group's 13F filing for Q3 2023, filed 17 Oct 2023.