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

Pinnacle Wealth 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	$9.86M	Buy	+109,601	New	+$9.79M	0.4%	81

Other funds holding BIV

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

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Advisors's BIV Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021: 109,601 shares worth $9.86M. The stake represents 0.4% of the portfolio and ranks #81 among its holdings.

637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Pinnacle Wealth Advisors held 109,601 shares of Vanguard Intermediate-Term Bond ETF worth $9.86M as of Q2 2021.
Vanguard Intermediate-Term Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Intermediate-Term Bond ETF made up 0.4% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #81 holding.
637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.