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

Pointe 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
2023 Q2	–	Sell	-175	Closed	-$13.4K	–	177
2023 Q1	$13.4K	Buy	+175	New	+$13.3K	0.01%	298
2018 Q3	–	Sell	-6,657	Closed	-$539K	–	155
2018 Q2	$539K	Sell	6,657 -7	-0.1%	-$565	0.46%	62
2018 Q1	$545K	Sell	6,664 -15,409	-70%	-$1.26M	0.47%	64
2017 Q4	$1.85M	Buy	22,073 +9,059	+70%	+$763K	1.48%	18
2017 Q3	$1.1M	Buy	13,014 +2,727	+27%	+$232K	0.81%	36
2017 Q2	$870K	Buy	10,287 +3,687	+56%	+$312K	0.62%	46
2017 Q1	$552K	Sell	6,600 -5,671	-46%	-$472K	0.42%	71
2016 Q4	$1.02M	Buy	12,271 +9,765	+390%	+$829K	0.58%	39
2016 Q3	$220K	Buy	+2,506	New	+$220K	0.16%	140

Other funds holding BIV

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Pointe Capital Management's BIV Position: Q2 2023 in Review

Pointe Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2023, closing a stake of 175 shares — an estimated $13.4K sold.

Pointe Capital Management first reported a position in BIV in Q3 2016 and held it in 9 quarters. The position peaked at $1.85M in Q4 2017. 724 funds tracked by Wall St. Rank hold BIV as of Q2 2023.

Pointe Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 175 Vanguard Intermediate-Term Bond ETF shares in Q2 2023, an estimated $13.4K.
Pointe Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 9 quarters.
Pointe Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.85M in Q4 2017.
724 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.