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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

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Manulife (Manufacturers Life Insurance)
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Ameriprise
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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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CWM
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