Advisor Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Advisor Group’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	$80.1M	Sell	917,827 -40,814	-4%	-$3.57M	0.55%	29
2019 Q3	$84.4M	Buy	958,641 +13,431	+1%	+$1.17M	0.62%	28
2019 Q2	$81.8M	Sell	945,210 -12,027	-1%	-$1.02M	0.63%	31
2019 Q1	$80.4M	Sell	957,237 -8,497	-0.9%	-$699K	0.66%	26
2018 Q4	$78.6M	Buy	965,734 +281,801	+41%	+$22.6M	0.77%	23
2018 Q3	$55.1M	Buy	683,933 +235,881	+53%	+$19.1M	0.56%	30
2018 Q2	$36.3M	Sell	448,052 -47,543	-10%	-$3.84M	0.5%	32
2018 Q1	$40.5M	Buy	495,595 +14,119	+3%	+$1.16M	0.56%	27
2017 Q4	$40.4M	Buy	481,476 +98,851	+26%	+$8.33M	0.54%	32
2017 Q3	$32.4M	Buy	382,625 +53,578	+16%	+$4.55M	0.51%	29
2017 Q2	$27.8M	Buy	329,047 +63,375	+24%	+$5.36M	0.49%	31
2017 Q1	$22.2M	Buy	265,672 +15,038	+6%	+$1.25M	0.45%	31
2016 Q4	$20.8M	Buy	250,634 +58,554	+30%	+$4.97M	0.47%	32
2016 Q3	$16.8M	Buy	192,080 +68,643	+56%	+$6.02M	0.4%	39
2016 Q2	$10.9M	Buy	+123,437	New	+$10.7M	0.29%	73

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 22.96% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Advisor Group's BIV Position: Q4 2019 in Review

Advisor Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.3% in Q4 2019, selling an estimated $3.57M and leaving 917,827 shares worth $80.1M. The position accounts for 0.55% of the portfolio, ranked #29.

Advisor Group first reported a position in BIV in Q2 2016 and has held it in 15 quarters since. The position peaked at $84.4M in Q3 2019. 478 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

Advisor Group held 917,827 shares of Vanguard Intermediate-Term Bond ETF worth $80.1M as of Q4 2019.
Advisor Group sold 40,814 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $3.57M.
Vanguard Intermediate-Term Bond ETF made up 0.55% of Advisor Group's portfolio in Q4 2019, its #29 holding.
Advisor Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Vanguard Intermediate-Term Bond ETF position peaked at $84.4M in Q3 2019.
478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.