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Apriem Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Apriem Advisors’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
Q2 		– Sell
-56
Closed -$5K – 184
2017
Q1 		$5K Hold
56
– – ﹤0.01% 472
2016
Q4 		$5K Sell
56
-406
-88% -$34.5K ﹤0.01% 490
2016
Q3 		$40K Buy
462
+406
+725% +$35.6K 0.01% 244
2016
Q2 		$5K Hold
56
– – ﹤0.01% 459
2016
Q1 		$5K Buy
+56
New +$4.75K ﹤0.01% 433

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Apriem Advisors's BIV Position: Q2 2017 in Review

Apriem Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2017, closing a stake of 56 shares — an estimated $5K sold.

Apriem Advisors first reported a position in BIV in Q1 2016 and held it in 5 quarters. The position peaked at $40K in Q3 2016. 334 funds tracked by Wall St. Rank hold BIV as of Q2 2017.

  • Apriem Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 56 Vanguard Intermediate-Term Bond ETF shares in Q2 2017, an estimated $5K.
  • Apriem Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 5 quarters.
  • Apriem Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $40K in Q3 2016.
  • 334 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.