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Annapolis Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Annapolis Financial 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
2021
Q1 		– Sell
-1,806
Closed -$168K – 420
2020
Q4 		$168K Buy
+1,806
New +$168K 0.07% 93

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Morgan Stanley
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Northwestern Mutual Wealth Management
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Osaic Holdings
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Jones Financial Companies
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Citadel Advisors
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Baird Financial Group
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Annapolis Financial Services's BIV Position: Q1 2021 in Review

Annapolis Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 1,806 shares — an estimated $168K sold.

Annapolis Financial Services first reported a position in BIV in Q4 2020 and held it in 1 quarter. The position peaked at $168K in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Annapolis Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 1,806 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $168K.
  • Annapolis Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Annapolis Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $168K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Annapolis Financial Services's 13F filing for Q1 2021, filed 6 May 2021.