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American Economic Planning Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

American Economic Planning 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
2017
Q1 		– Sell
-2,751
Closed -$228K – 77
2016
Q4 		$228K Buy
2,751
+332
+14% +$28.2K 0.1% 51
2016
Q3 		$239K Hold
2,419
– – 0.1% 54
2016
Q2 		$213K Buy
+2,419
New +$209K 0.09% 54

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Economic Planning Group's BIV Position: Q1 2017 in Review

American Economic Planning Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2017, closing a stake of 2,751 shares — an estimated $228K sold.

American Economic Planning Group first reported a position in BIV in Q2 2016 and held it in 3 quarters. The position peaked at $239K in Q3 2016. 332 funds tracked by Wall St. Rank hold BIV as of Q1 2017.

  • American Economic Planning Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • American Economic Planning Group sold 2,751 Vanguard Intermediate-Term Bond ETF shares in Q1 2017, an estimated $228K.
  • American Economic Planning Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 3 quarters.
  • American Economic Planning Group's Vanguard Intermediate-Term Bond ETF position peaked at $239K in Q3 2016.
  • 332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2017.

Based on American Economic Planning Group's 13F filing for Q1 2017, filed 20 Apr 2017.