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

Spearhead 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 		– Sell
-18,853
Closed -$1.46M – 107
2022
Q2 		$1.46M Sell
18,853
-1,581
-8% -$124K 0.22% 60
2022
Q1 		$1.67M Buy
20,434
+1,152
+6% +$97.3K 0.21% 60
2021
Q4 		$1.69M Buy
19,282
+2,796
+17% +$248K 0.2% 63
2021
Q3 		$1.48M Buy
16,486
+3,623
+28% +$328K 0.2% 58
2021
Q2 		$1.16M Buy
12,863
+1,378
+12% +$123K 0.16% 63
2021
Q1 		$1.02M Buy
11,485
+2,101
+22% +$191K 0.15% 62
2020
Q4 		$871K Buy
9,384
+2,864
+44% +$267K 0.14% 64
2020
Q3 		$609K Sell
6,520
-17
-0.3% -$1.59K 0.12% 77
2020
Q2 		$609K Buy
6,537
+1,938
+42% +$177K 0.13% 69
2020
Q1 		$411K Sell
4,599
-685
-13% -$60.8K 0.12% 79
2019
Q4 		$461K Buy
5,284
+217
+4% +$19K 0.11% 71
2019
Q3 		$446K Buy
5,067
+982
+24% +$85.8K 0.12% 68
2019
Q2 		$353K Buy
4,085
+698
+21% +$59K 0.1% 68
2019
Q1 		$284K Buy
+3,387
New +$279K 0.09% 68
2018
Q3 		– Sell
-5,398
Closed -$437K – 67
2018
Q2 		$437K Buy
5,398
+200
+4% +$16.2K 0.16% 64
2018
Q1 		$425K Buy
5,198
+2,672
+106% +$219K 0.17% 62
2017
Q4 		$212K Buy
+2,526
New +$213K 0.1% 61

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Spearhead Capital Advisors's BIV Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 18,853 shares — an estimated $1.46M sold.

Spearhead Capital Advisors first reported a position in BIV in Q4 2017 and held it in 17 quarters. The position peaked at $1.69M in Q4 2021. 657 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 18,853 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $1.46M.
  • Spearhead Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 17 quarters.
  • Spearhead Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.69M in Q4 2021.
  • 657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.