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Winslow Evans & Crocker’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Winslow Evans & Crocker’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
Q4 		$186K Buy
2,000
+1,750
+700% +$163K 0.04% 340
2020
Q3 		$23K Hold
250
– – 0.01% 595
2020
Q2 		$23K Hold
250
– – 0.01% 582
2020
Q1 		$24K Sell
250
-610
-71% -$54.1K 0.01% 545
2019
Q4 		$76K Hold
860
– – 0.02% 432
2019
Q3 		$76K Sell
860
-70
-8% -$6.12K 0.02% 440
2019
Q2 		$82K Hold
930
– – 0.02% 433
2019
Q1 		$80K Buy
930
+200
+27% +$16.5K 0.02% 417
2018
Q4 		$60K Sell
730
-368
-34% -$29.5K 0.02% 434
2018
Q3 		$90K Hold
1,098
– – 0.03% 386
2018
Q2 		$90K Buy
1,098
+46
+4% +$3.72K 0.03% 384
2018
Q1 		$85.9K Sell
1,052
-2
-0.2% -$164 0.03% 379
2017
Q4 		$88.4K Sell
1,054
-148
-12% -$12.5K 0.03% 390
2017
Q3 		$102K Sell
1,202
-778
-39% -$66.1K 0.03% 362
2017
Q2 		$167K Sell
1,980
-136
-6% -$11.5K 0.05% 340
2017
Q1 		$177K Sell
2,116
-5,828
-73% -$485K 0.06% 311
2016
Q4 		$660K Buy
7,944
+614
+8% +$52.1K 0.2% 110
2016
Q3 		$642K Buy
7,330
+2,076
+40% +$182K 0.18% 118
2016
Q2 		$463K Buy
5,254
+4,108
+358% +$355K 0.14% 154
2016
Q1 		$98.9K Buy
1,146
+806
+237% +$68.3K 0.03% 371
2015
Q4 		$28.2K Buy
340
+50
+17% +$4.21K 0.01% 663
2015
Q3 		$24.6K Hold
290
– – 0.01% 672
2015
Q2 		$24.3K Hold
290
– – 0.01% 716
2015
Q1 		$25K Buy
290
+50
+21% +$4.29K 0.01% 683
2014
Q4 		$20.3K Buy
+240
New +$20.4K 0.01% 725

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Winslow Evans & Crocker's BIV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 700% in Q4 2020, buying an estimated $163K and bringing the position to 2,000 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #340.

Winslow Evans & Crocker first reported a position in BIV in Q4 2014 and has held it in 25 quarters since. The position peaked at $660K in Q4 2016. 648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Winslow Evans & Crocker held 2,000 shares of Vanguard Intermediate-Term Bond ETF worth $186K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,750 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $163K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #340 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's Vanguard Intermediate-Term Bond ETF position peaked at $660K in Q4 2016.
  • 648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.