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

SpiderRock 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 		$278K Hold
3,541
– – ﹤0.01% 743
2024
Q2 		$265K Buy
+3,541
New +$263K 0.01% 686

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

SpiderRock Advisors's BIV Position: Q3 2024 in Review

SpiderRock Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2024 at 3,541 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

SpiderRock Advisors first reported a position in BIV in Q2 2024 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold BIV as of Q3 2024.

  • SpiderRock Advisors held 3,541 shares of Vanguard Intermediate-Term Bond ETF worth $278K as of Q3 2024.
  • SpiderRock Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2024.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #743 holding.
  • SpiderRock Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.