Private Capital Management (Colorado)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Private Capital Management (Colorado)’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	$38.9K	Hold	520	–	–	0.01%	172
2024 Q3	$40.8K	Hold	520	–	–	0.01%	236
2024 Q2	$38.9K	Sell	520 -1,050	-67%	-$78K	0.01%	192
2024 Q1	$118K	Buy	1,570 +290	+23%	+$21.9K	0.03%	166
2023 Q4	$97.8K	Buy	1,280 +195	+18%	+$14.3K	0.02%	161
2023 Q3	$78.5K	Buy	+1,085	New	+$80.3K	0.02%	154

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

Private Capital Management (Colorado)'s BIV Position: Q4 2024 in Review

Private Capital Management (Colorado) held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2024 at 520 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #172.

Private Capital Management (Colorado) first reported a position in BIV in Q3 2023 and has held it in 6 quarters since. The position peaked at $118K in Q1 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

Private Capital Management (Colorado) held 520 shares of Vanguard Intermediate-Term Bond ETF worth $38.9K as of Q4 2024.
Private Capital Management (Colorado) left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2024.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #172 holding.
Private Capital Management (Colorado) first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 6 quarters since.
Private Capital Management (Colorado)'s Vanguard Intermediate-Term Bond ETF position peaked at $118K in Q1 2024.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.