RJFSA
BIV icon

Raymond James Financial Services Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$71.5M Buy
912,133
+83,690
+10% +$6.45M 0.1% 202
2024
Q2 		$62M Buy
828,443
+153,932
+23% +$11.4M 0.09% 215
2024
Q1 		$50.9M Buy
674,511
+118,062
+21% +$8.9M 0.08% 251
2023
Q4 		$42.5M Buy
556,449
+87,229
+19% +$6.39M 0.07% 271
2023
Q3 		$33.9M Buy
469,220
+28,247
+6% +$2.09M 0.06% 297
2023
Q2 		$33.2M Buy
440,973
+143,558
+48% +$10.9M 0.06% 305
2023
Q1 		$22.8M Sell
297,415
-67,687
-19% -$5.13M 0.04% 406
2022
Q4 		$27.1M Sell
365,102
-81,466
-18% -$6.04M 0.05% 338
2022
Q3 		$32.8M Buy
446,568
+28,022
+7% +$2.17M 0.07% 263
2022
Q2 		$32.5M Sell
418,546
-17,126
-4% -$1.34M 0.07% 270
2022
Q1 		$35.7M Sell
435,672
-54,655
-11% -$4.61M 0.07% 284
2021
Q4 		$43M Buy
490,327
+138,671
+39% +$12.3M 0.08% 247
2021
Q3 		$31.5M Sell
351,656
-6,920
-2% -$627K 0.06% 299
2021
Q2 		$32.3M Buy
358,576
+84,254
+31% +$7.53M 0.07% 296
2021
Q1 		$24.3M Buy
274,322
+11,819
+5% +$1.07M 0.05% 342
2020
Q4 		$24.4M Buy
262,503
+37,339
+17% +$3.48M 0.06% 310
2020
Q3 		$21.1M Buy
225,164
+27,582
+14% +$2.58M 0.06% 309
2020
Q2 		$18.4M Buy
197,582
+32,871
+20% +$3.01M 0.06% 313
2020
Q1 		$14.7M Sell
164,711
-128,085
-44% -$11.4M 0.06% 285
2019
Q4 		$25.5M Sell
292,796
-70,519
-19% -$6.18M 0.08% 257
2019
Q3 		$32M Buy
363,315
+184,968
+104% +$16.2M 0.12% 182
2019
Q2 		$15.4M Sell
178,347
-7,401
-4% -$625K 0.06% 356
2019
Q1 		$15.6M Buy
185,748
+27,833
+18% +$2.29M 0.06% 325
2018
Q4 		$12.8M Sell
157,915
-42,193
-21% -$3.38M 0.07% 300
2018
Q3 		$16.1M Sell
200,108
-1,968
-1% -$159K 0.07% 298
2018
Q2 		$16.4M Sell
202,076
-6,252
-3% -$505K 0.08% 268
2018
Q1 		$17M Buy
208,328
+938
+0.5% +$77K 0.1% 232
2017
Q4 		$17.4M Buy
207,390
+26,017
+14% +$2.19M 0.11% 212
2017
Q3 		$15.4M Buy
181,373
+5,566
+3% +$473K 0.1% 240
2017
Q2 		$14.9M Buy
175,807
+124
+0.1% +$10.5K 0.1% 230
2017
Q1 		$14.7M Buy
175,683
+579
+0.3% +$48.2K 0.11% 217
2016
Q4 		$14.5M Sell
175,104
-162,455
-48% -$13.8M 0.12% 194
2016
Q3 		$29.6M Buy
337,559
+68,061
+25% +$5.97M 0.26% 86
2016
Q2 		$23.7M Buy
269,498
+20,953
+8% +$1.81M 0.23% 106
2016
Q1 		$21.4M Buy
248,545
+84,803
+52% +$7.19M 0.25% 94
2015
Q4 		$13.6M Buy
163,742
+7,862
+5% +$662K 0.16% 174
2015
Q3 		$13.2M Buy
+155,880
New +$13.1M 0.22% 111
2015
Q2 		– Sell
-13,065
Closed -$1.13M – 621
2015
Q1 		$1.13M Buy
13,065
+1,071
+9% +$91.9K 0.06% 330
2014
Q4 		$1.02M Buy
11,994
+1,846
+18% +$157K 0.05% 340
2014
Q3 		$855K Buy
+10,148
New +$858K 0.05% 379
2013
Q3 		– Sell
-33,119
Closed -$2.77M – 537
2013
Q2 		$2.77M Buy
+33,119
New +$2.88M 0.08% 289

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial Services Advisors's BIV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q3 2024, buying an estimated $6.45M and bringing the position to 912,133 shares worth $71.5M. The position accounts for 0.1% of the portfolio, ranked #202.

Raymond James Financial Services Advisors first reported a position in BIV in Q2 2013 and has held it in 41 quarters since. 854 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • Raymond James Financial Services Advisors held 912,133 shares of Vanguard Intermediate-Term Bond ETF worth $71.5M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 83,690 Vanguard Intermediate-Term Bond ETF shares in Q3 2024, an estimated $6.45M.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #202 holding.
  • Raymond James Financial Services Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 41 quarters since.
  • 854 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.