PA
BIV icon

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

Procyon 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
2020
Q3 		– Sell
-3
Closed – – 297
2020
Q2 		$0 Buy
3
+2
+200% +$183 ﹤0.01% 1072
2020
Q1 		$0 Buy
+1
New +$89 ﹤0.01% 1008

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Procyon Advisors's BIV Position: Q3 2020 in Review

Procyon Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 3 shares.

Procyon Advisors first reported a position in BIV in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 560 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • Procyon Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 3 Vanguard Intermediate-Term Bond ETF shares in Q3 2020.
  • Procyon Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 2 quarters.
  • Procyon Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $0 in Q2 2020.
  • 560 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.