AP
BIV icon

Appleton Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Appleton Partners’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
Q1 		– Sell
-2,428
Closed -$204K – 259
2017
Q4 		$204K Buy
+2,428
New +$205K 0.03% 253

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Appleton Partners's BIV Position: Q1 2018 in Review

Appleton Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 2,428 shares — an estimated $204K sold.

Appleton Partners first reported a position in BIV in Q4 2017 and held it in 1 quarter. The position peaked at $204K in Q4 2017. 400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

  • Appleton Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Appleton Partners sold 2,428 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $204K.
  • Appleton Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 1 quarter.
  • Appleton Partners's Vanguard Intermediate-Term Bond ETF position peaked at $204K in Q4 2017.
  • 400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on Appleton Partners's 13F filing for Q1 2018, filed 11 Apr 2018.