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

Beaumont Financial 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 Q1	–	Sell	-2,688	Closed	-$223K	–	182
2016 Q4	$223K	Hold	2,688	–	–	0.03%	144
2016 Q3	$236K	Hold	2,688	–	–	0.04%	128
2016 Q2	$237K	Hold	2,688	–	–	0.04%	125
2016 Q1	$232K	Hold	2,688	–	–	0.04%	119
2015 Q4	$223K	Hold	2,688	–	–	0.04%	112
2015 Q3	$225K	Hold	2,688	–	–	0.03%	123
2015 Q2	$225K	Hold	2,688	–	–	0.03%	123
2015 Q1	$232K	Hold	2,688	–	–	0.01%	138
2014 Q4	$228K	Hold	2,688	–	–	0.01%	143
2014 Q3	$226K	Sell	2,688 -2,693	-50%	-$228K	0.01%	147
2014 Q2	$456K	Buy	+5,381	New	+$452K	0.03%	126

Other funds holding BIV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beaumont Financial Advisors's BIV Position: Q1 2017 in Review

Beaumont Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2017, closing a stake of 2,688 shares — an estimated $223K sold.

Beaumont Financial Advisors first reported a position in BIV in Q2 2014 and held it in 11 quarters. The position peaked at $456K in Q2 2014. 332 funds tracked by Wall St. Rank hold BIV as of Q1 2017.

Beaumont Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 2,688 Vanguard Intermediate-Term Bond ETF shares in Q1 2017, an estimated $223K.
Beaumont Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and held it in 11 quarters.
Beaumont Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $456K in Q2 2014.
332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2017.

Based on Beaumont Financial Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.