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Private Wealth Advisors (Pennsylvania)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$208K Buy
+2,235
New +$208K 0.12% 109

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s BIV Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020: 2,235 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #109 among its holdings.

648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 2,235 shares of Vanguard Intermediate-Term Bond ETF worth $208K as of Q4 2020.
  • Vanguard Intermediate-Term Bond ETF was a new Private Wealth Advisors (Pennsylvania) position in Q4 2020.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #109 holding.
  • 648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.