1 North Wealth Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

1 North Wealth Services’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
2019 Q4	$32K	Buy	370 +342	+1,221%	+$29.9K	0.02%	109
2019 Q3	$2K	Buy	+28	New	+$2.45K	﹤0.01%	278
2019 Q1	$2K	Hold	28	–	–	﹤0.01%	259
2018 Q4	$2K	Buy	+28	New	+$2.24K	﹤0.01%	250

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

1 North Wealth Services's BIV Position: Q4 2019 in Review

1 North Wealth Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1,221% in Q4 2019, buying an estimated $29.9K and bringing the position to 370 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #109.

1 North Wealth Services first reported a position in BIV in Q4 2018 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

1 North Wealth Services held 370 shares of Vanguard Intermediate-Term Bond ETF worth $32K as of Q4 2019.
1 North Wealth Services bought 342 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $29.9K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of 1 North Wealth Services's portfolio in Q4 2019, its #109 holding.
1 North Wealth Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 4 quarters since.
477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.