St. James Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

St. James Investment 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 Q4	$707K	Buy	9,514 +330	+4%	+$24.5K	1.3%	34
2022 Q3	$675K	Buy	9,184 +1,283	+16%	+$99.3K	1.47%	32
2022 Q2	$614K	Buy	+7,901	New	+$620K	1.24%	38
2022 Q1	–	Sell	-8,868	Closed	-$777K	–	76
2021 Q4	$777K	Buy	+8,868	New	+$787K	0.57%	44

Other funds holding BIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

St. James Investment Advisors's BIV Position: Q4 2022 in Review

St. James Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q4 2022, buying an estimated $24.5K and bringing the position to 9,514 shares worth $707K. The position accounts for 1.3% of the portfolio, ranked #34.

St. James Investment Advisors first reported a position in BIV in Q4 2021 and has held it in 4 quarters since. The position peaked at $777K in Q4 2021. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

St. James Investment Advisors held 9,514 shares of Vanguard Intermediate-Term Bond ETF worth $707K as of Q4 2022.
St. James Investment Advisors bought 330 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $24.5K.
Vanguard Intermediate-Term Bond ETF made up 1.3% of St. James Investment Advisors's portfolio in Q4 2022, its #34 holding.
St. James Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
St. James Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $777K in Q4 2021.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.