Aviance Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Aviance Capital Management’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 Q2	–	Sell	-7,160	Closed	-$585K	–	208
2018 Q1	$585K	Buy	7,160 +311	+5%	+$25.5K	0.05%	154
2017 Q4	$574K	Sell	6,849 -1,388	-17%	-$117K	0.04%	144
2017 Q3	$697K	Sell	8,237 -197	-2%	-$16.7K	0.05%	134
2017 Q2	$713K	Sell	8,434 -2,267	-21%	-$192K	0.04%	133
2017 Q1	$895K	Sell	10,701 -5,629	-34%	-$469K	0.05%	132
2016 Q4	$1.36M	Sell	16,330 -47,664	-74%	-$4.05M	0.07%	117
2016 Q3	$5.61M	Buy	63,994 +52,386	+451%	+$4.6M	0.16%	111
2016 Q2	$1.02M	Buy	+11,608	New	+$1M	0.03%	200

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Aviance Capital Management's BIV Position: Q2 2018 in Review

Aviance Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 7,160 shares — an estimated $585K sold.

Aviance Capital Management first reported a position in BIV in Q2 2016 and held it in 8 quarters. The position peaked at $5.61M in Q3 2016. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

Aviance Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
Aviance Capital Management sold 7,160 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $585K.
Aviance Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 8 quarters.
Aviance Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $5.61M in Q3 2016.
383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.