Boys Arnold & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Boys Arnold & Co’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
2020 Q2	–	Sell	-2,464	Closed	-$220K	–	24
2020 Q1	$220K	Buy	+2,464	New	+$219K	0.04%	236
2019 Q2	–	Sell	-3,619	Closed	-$304K	–	269
2019 Q1	$304K	Buy	3,619 +19	+0.5%	+$1.56K	0.05%	232
2018 Q4	$292K	Sell	3,600 -835	-19%	-$66.9K	0.05%	226
2018 Q3	$356K	Hold	4,435	–	–	0.05%	226
2018 Q2	$359K	Hold	4,435	–	–	0.05%	228
2018 Q1	$358K	Hold	4,435	–	–	0.05%	235
2017 Q4	$372K	Buy	4,435 +790	+22%	+$66.6K	0.06%	231
2017 Q3	$309K	Hold	3,645	–	–	0.05%	240
2017 Q2	$308K	Hold	3,645	–	–	0.04%	238
2017 Q1	$305K	Hold	3,645	–	–	0.05%	241
2016 Q4	$303K	Hold	3,645	–	–	0.05%	236
2016 Q3	$320K	Buy	3,645 +670	+23%	+$58.8K	0.05%	232
2016 Q2	$262K	Buy	+2,975	New	+$257K	0.05%	242
2016 Q1	–	Sell	-6,150	Closed	-$511K	–	148
2015 Q4	$511K	Buy	6,150 +3,075	+100%	+$259K	0.06%	195
2015 Q3	$261K	Hold	3,075	–	–	0.05%	200
2015 Q2	$258K	Buy	3,075 +300	+11%	+$25.5K	0.05%	200
2015 Q1	$239K	Buy	+2,775	New	+$238K	0.05%	199

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Boys Arnold & Co's BIV Position: Q2 2020 in Review

Boys Arnold & Co sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020, closing a stake of 2,464 shares — an estimated $220K sold.

Boys Arnold & Co first reported a position in BIV in Q1 2015 and held it in 17 quarters. The position peaked at $511K in Q4 2015. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

Boys Arnold & Co reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 2,464 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $220K.
Boys Arnold & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 17 quarters.
Boys Arnold & Co's Vanguard Intermediate-Term Bond ETF position peaked at $511K in Q4 2015.
528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.