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

Callan Capital’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
Q4 		– Sell
-12,373
Closed -$1.05M – 53
2017
Q3 		$1.05M Buy
12,373
+66
+0.5% +$5.61K 0.39% 31
2017
Q2 		$1.04M Buy
12,307
+7,507
+156% +$634K 0.39% 29
2017
Q1 		$401K Buy
+4,800
New +$400K 0.16% 38

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Callan Capital's BIV Position: Q4 2017 in Review

Callan Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017, closing a stake of 12,373 shares — an estimated $1.05M sold.

Callan Capital first reported a position in BIV in Q1 2017 and held it in 3 quarters. The position peaked at $1.05M in Q3 2017. 406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

  • Callan Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Callan Capital sold 12,373 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $1.05M.
  • Callan Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 3 quarters.
  • Callan Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.05M in Q3 2017.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on Callan Capital's 13F filing for Q4 2017, filed 13 Feb 2018.