South Shore Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

South Shore Capital 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
2022 Q3	$229K	Sell	3,111 -654	-17%	-$50.6K	0.53%	61
2022 Q2	$292K	Sell	3,765 -549	-13%	-$43K	0.61%	51
2022 Q1	$353K	Buy	4,314 +2	+0%	+$169	0.58%	54
2021 Q4	$378K	Sell	4,312 -20	-0.5%	-$1.77K	0.62%	57
2021 Q3	$387K	Sell	4,332 -30	-0.7%	-$2.72K	0.7%	54
2021 Q2	$392K	Buy	4,362 +1	+0%	+$89	0.69%	55
2021 Q1	$387K	Buy	4,361 +102	+2%	+$9.26K	0.39%	73
2020 Q4	$395K	Buy	+4,259	New	+$397K	0.39%	65

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

South Shore Capital Advisors's BIV Position: Q3 2022 in Review

South Shore Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q3 2022, selling an estimated $50.6K and leaving 3,111 shares worth $229K. The position accounts for 0.53% of the portfolio, ranked #61.

South Shore Capital Advisors first reported a position in BIV in Q4 2020 and has held it in 8 quarters since. The position peaked at $395K in Q4 2020. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

South Shore Capital Advisors held 3,111 shares of Vanguard Intermediate-Term Bond ETF worth $229K as of Q3 2022.
South Shore Capital Advisors sold 654 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $50.6K.
Vanguard Intermediate-Term Bond ETF made up 0.53% of South Shore Capital Advisors's portfolio in Q3 2022, its #61 holding.
South Shore Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $395K in Q4 2020.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.