Accurate Investment Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Accurate Investment Solutions’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
2018 Q4	–	Sell	-12	Closed	-$1K	–	337
2018 Q3	$1K	Buy	+12	New	+$970	﹤0.01%	341
2017 Q2	–	Sell	-134	Closed	-$11K	–	351
2017 Q1	$11K	Hold	134	–	–	0.01%	198
2016 Q4	$11K	Hold	134	–	–	0.01%	203
2016 Q3	$12K	Hold	134	–	–	0.01%	192
2016 Q2	$12K	Hold	134	–	–	0.01%	188
2016 Q1	$12K	Sell	134 -5,349	-98%	-$453K	0.01%	262
2015 Q4	$455K	Buy	+5,483	New	+$462K	0.42%	36

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accurate Investment Solutions's BIV Position: Q4 2018 in Review

Accurate Investment Solutions sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in BIV in Q4 2015 and held it in 7 quarters. The position peaked at $455K in Q4 2015. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

Accurate Investment Solutions reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Accurate Investment Solutions sold 12 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $1K.
Accurate Investment Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 7 quarters.
Accurate Investment Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $455K in Q4 2015.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Accurate Investment Solutions's 13F filing for Q4 2018, filed 11 Jan 2019.