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

Pennsylvania 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
2020
Q3 		– Sell
-84,125
Closed -$7.84M – 66
2020
Q2 		$7.84M Buy
+84,125
New +$7.7M 4.18% 8

Other funds holding BIV

Bank of America
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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pennsylvania Capital Management's BIV Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 84,125 shares — an estimated $7.84M sold.

Pennsylvania Capital Management first reported a position in BIV in Q2 2020 and held it in 1 quarter. The position peaked at $7.84M in Q2 2020. 560 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 84,125 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $7.84M.
  • Pennsylvania Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $7.84M in Q2 2020.
  • 560 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.