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Starfire Investment Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Starfire Investment Advisers’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
2020
Q2 		$262K Buy
2,818
+48
+2% +$4.39K 0.13% 138
2020
Q1 		$247K Hold
2,770
– – 0.14% 129
2019
Q4 		$241K Hold
2,770
– – 0.09% 158
2019
Q3 		$243K Sell
2,770
-485
-15% -$42.4K 0.1% 155
2019
Q2 		$281K Hold
3,255
– – 0.13% 128
2019
Q1 		$273K Hold
3,255
– – 0.13% 131
2018
Q4 		$264K Sell
3,255
-1,070
-25% -$85.7K 0.14% 122
2018
Q3 		$348K Sell
4,325
-2,772
-39% -$224K 0.17% 97
2018
Q2 		$574K Sell
7,097
-1,835
-21% -$148K 0.29% 78
2018
Q1 		$730K Sell
8,932
-13,141
-60% -$1.08M 0.38% 63
2017
Q4 		$1.85M Buy
+22,073
New +$1.86M 1.48% 18
2017
Q3 		– Sell
-11,867
Closed -$1M – 121
2017
Q2 		$1M Buy
11,867
+180
+2% +$15.2K 0.59% 41
2017
Q1 		$986K Sell
11,687
-584
-5% -$48.6K 0.53% 43
2016
Q4 		$1.02M Buy
12,271
+374
+3% +$31.8K 0.58% 39
2016
Q3 		$1.04M Buy
11,897
+13
+0.1% +$1.14K 0.62% 40
2016
Q2 		$1.05M Buy
11,884
+1,340
+13% +$116K 0.72% 35
2016
Q1 		$910K Buy
10,544
+2,560
+32% +$217K 0.6% 42
2015
Q4 		$663K Hold
7,984
– – 0.46% 52
2015
Q3 		$677K Sell
7,984
-170
-2% -$14.3K 0.5% 48
2015
Q2 		$684K Buy
8,154
+1,470
+22% +$125K 0.45% 53
2015
Q1 		$576K Buy
+6,684
New +$574K 0.38% 63

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Starfire Investment Advisers's BIV Position: Q2 2020 in Review

Starfire Investment Advisers increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q2 2020, buying an estimated $4.39K and bringing the position to 2,818 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #138.

Starfire Investment Advisers first reported a position in BIV in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.85M in Q4 2017. 527 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • Starfire Investment Advisers held 2,818 shares of Vanguard Intermediate-Term Bond ETF worth $262K as of Q2 2020.
  • Starfire Investment Advisers bought 48 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $4.39K.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Starfire Investment Advisers's portfolio in Q2 2020, its #138 holding.
  • Starfire Investment Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's Vanguard Intermediate-Term Bond ETF position peaked at $1.85M in Q4 2017.
  • 527 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.