Pin Oak Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pin Oak Investment 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
2024 Q4	–	Sell	-36	Closed	-$2K	–	468
2024 Q3	$2K	Buy	+36	New	+$2.78K	﹤0.01%	429
2019 Q1	–	Sell	-400	Closed	-$33K	–	426
2018 Q4	$33K	Hold	400	–	–	0.03%	205
2018 Q3	$32K	Hold	400	–	–	0.02%	222
2018 Q2	$32K	Hold	400	–	–	0.02%	225
2018 Q1	$33K	Hold	400	–	–	0.03%	222
2017 Q4	$34K	Buy	+400	New	+$33.7K	0.03%	227

Other funds holding BIV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Pin Oak Investment Advisors's BIV Position: Q4 2024 in Review

Pin Oak Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 36 shares — an estimated $2K sold.

Pin Oak Investment Advisors first reported a position in BIV in Q4 2017 and held it in 6 quarters. The position peaked at $34K in Q4 2017. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Pin Oak Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 36 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $2K.
Pin Oak Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 6 quarters.
Pin Oak Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $34K in Q4 2017.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.