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Perennial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Perennial Advisors’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
2021
Q2 		– Sell
-51
Closed -$5K – 299
2021
Q1 		$5K Buy
+51
New +$4.63K ﹤0.01% 256
2017
Q2 		– Sell
-190
Closed -$16K – 200
2017
Q1 		$16K Hold
190
– – 0.01% 132
2016
Q4 		$16K Buy
+190
New +$16.1K 0.01% 138

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Perennial Advisors's BIV Position: Q2 2021 in Review

Perennial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 51 shares — an estimated $5K sold.

Perennial Advisors first reported a position in BIV in Q4 2016 and held it in 3 quarters. The position peaked at $16K in Q1 2017. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Perennial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Perennial Advisors sold 51 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $5K.
  • Perennial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 3 quarters.
  • Perennial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $16K in Q1 2017.
  • 638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Perennial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.