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

Quest 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
2021
Q4 		$748K Sell
8,539
-61
-0.7% -$5.41K 0.13% 111
2021
Q3 		$769K Buy
8,600
+522
+6% +$47.3K 0.15% 90
2021
Q2 		$727K Sell
8,078
-283
-3% -$25.3K 0.14% 92
2021
Q1 		$742K Buy
8,361
+4,901
+142% +$445K 0.16% 81
2020
Q4 		$321K Buy
3,460
+826
+31% +$76.9K 0.08% 167
2020
Q3 		$246K Buy
2,634
+10
+0.4% +$937 0.07% 181
2020
Q2 		$245K Buy
2,624
+12
+0.5% +$1.1K 0.07% 167
2020
Q1 		$233K Sell
2,612
-68
-3% -$6.03K 0.08% 146
2019
Q4 		$234K Buy
2,680
+147
+6% +$12.9K 0.06% 182
2019
Q3 		$223K Buy
2,533
+44
+2% +$3.84K 0.06% 195
2019
Q2 		$215K Sell
2,489
-211
-8% -$17.8K 0.05% 195
2019
Q1 		$227K Buy
2,700
+113
+4% +$9.3K 0.06% 182
2018
Q4 		$210K Buy
+2,587
New +$207K 0.06% 123

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Quest Capital Management's BIV Position: Q4 2021 in Review

Quest Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.71% in Q4 2021, selling an estimated $5.41K and leaving 8,539 shares worth $748K. The position accounts for 0.13% of the portfolio, ranked #111.

Quest Capital Management first reported a position in BIV in Q4 2018 and has held it in 13 quarters since. The position peaked at $769K in Q3 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

  • Quest Capital Management held 8,539 shares of Vanguard Intermediate-Term Bond ETF worth $748K as of Q4 2021.
  • Quest Capital Management sold 61 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $5.41K.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Quest Capital Management's portfolio in Q4 2021, its #111 holding.
  • Quest Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 13 quarters since.
  • Quest Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $769K in Q3 2021.
  • 721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.