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

Capital Planning 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
2020
Q1 		– Sell
-2,847
Closed -$248K – 113
2019
Q4 		$248K Buy
+2,847
New +$249K 0.06% 111

Other funds holding BIV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Planning Advisors's BIV Position: Q1 2020 in Review

Capital Planning Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 2,847 shares — an estimated $248K sold.

Capital Planning Advisors first reported a position in BIV in Q4 2019 and held it in 1 quarter. The position peaked at $248K in Q4 2019. 497 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

  • Capital Planning Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Planning Advisors sold 2,847 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $248K.
  • Capital Planning Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Capital Planning Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $248K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Capital Planning Advisors's 13F filing for Q1 2020, filed 11 May 2020.