SignalPoint Asset Management, LLC BIV — VANGUARD INTERMEDIATE TERM BON ETF

Ownership history in SignalPoint Asset Management, LLC  ·  49 quarters on record

AI Ownership Summary

SignalPoint Asset Management, LLC reported VANGUARD INTERMEDIATE TERM BON ETF (BIV) in 49 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 1.1% in 2024 Q4. The latest visible filing shows BIV at 1.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SignalPoint Asset Management, LLC's position in VANGUARD INTERMEDIATE TERM BON ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

BIV was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIV stock page SignalPoint Asset Management, LLC fund profile SignalPoint Asset Management, LLC full holdings
How SignalPoint Asset Management, LLC held BIV — position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED — — — 60,394 +6,075 +11.2% 1.10% $4.5M 2025-02-14 (Est.) $71.57
2024 Q3 ADDED — — — 54,319 +9,209 +20.4% 1.00% $4.3M 2024-10-07 $72.22
2024 Q2 ADDED — — — 45,110 +13,488 +42.7% 0.90% $3.4M 2024-07-22 $70.26
2024 Q1 ADDED — — — 31,622 +371 +1.2% 0.65% $2.4M 2024-04-11 $67.73
2023 Q4 REDUCED 15.7% -1.4% ✅ 31,251 -5,812 -15.7% 0.70% $2.4M 2024-01-17 $68.92
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIV

As of 2026 Q1 — sorted by position size

True Link Financial Advisors, LLC 3Y 25.54% Seneschal Advisors, LLC 22.74% Gordian Advisors LLC 21.96% Kropog Financial Group, LLC 19.67% BCM ADVISORS, LLC 3Y 7Y 19.1% Compass Planning Associates Inc 17.85% BRIGHTON SECURITIES CORP. 16.17% Sage Financial Management Group, Inc. 3Y 15.91% CHRISTINE MESSMER PC 15.19% FPC INVESTMENT ADVISORY, INC. 14.99%

FAQ About SignalPoint Asset Management, LLC and BIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SignalPoint Asset Management, LLC reported owning BIV?

SignalPoint Asset Management, LLC reported BIV across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported BIV position in SignalPoint Asset Management, LLC's portfolio?

The largest reported portfolio weight for BIV was 1.10% in 2024 Q4.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2024 Q4, when SignalPoint Asset Management, LLC reported 60,394 shares, equal to 1.10% of portfolio, with an estimated market value of $4.5M.

What does the chart on this BIV ownership page compare?

The chart compares SignalPoint Asset Management, LLC's quarterly BIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SignalPoint Asset Management, LLC time their BIV position?

Based on 13F filing dates vs. subsequent BIV price moves, SignalPoint Asset Management, LLC correctly timed 22 out of 47 reported position changes (47%). The annualised alpha on BIV relative to SPY over the holding period was -10.8%.

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