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

Capital Wealth Planning’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	-5,004	Closed	-$447K	–	112
2020 Q1	$447K	Buy	+5,004	New	+$444K	0.03%	134
2019 Q4	–	Sell	-5,968	Closed	-$524K	–	195
2019 Q3	$524K	Sell	5,968 -3,290	-36%	-$287K	0.03%	131
2019 Q2	$801K	Buy	+9,258	New	+$782K	0.06%	95

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Capital Wealth Planning's BIV Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020, closing a stake of 5,004 shares — an estimated $447K sold.

Capital Wealth Planning first reported a position in BIV in Q2 2019 and held it in 3 quarters. The position peaked at $801K in Q2 2019. 527 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 5,004 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $447K.
Capital Wealth Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard Intermediate-Term Bond ETF position peaked at $801K in Q2 2019.
527 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.