Capstone Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capstone Financial Group’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 Q3	$715K	Sell	7,683 -295	-4%	-$27.6K	0.55%	45
2020 Q2	$744K	Sell	7,978 -898	-10%	-$82.2K	0.61%	43
2020 Q1	$793K	Buy	8,876 +7,357	+484%	+$653K	0.82%	40
2019 Q4	$132K	Buy	+1,519	New	+$133K	0.13%	93

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 22.9% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capstone Financial Group's BIV Position: Q3 2020 in Review

Capstone Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q3 2020, selling an estimated $27.6K and leaving 7,683 shares worth $715K. The position accounts for 0.55% of the portfolio, ranked #45.

Capstone Financial Group first reported a position in BIV in Q4 2019 and has held it in 4 quarters since. The position peaked at $793K in Q1 2020. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

Capstone Financial Group held 7,683 shares of Vanguard Intermediate-Term Bond ETF worth $715K as of Q3 2020.
Capstone Financial Group sold 295 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $27.6K.
Vanguard Intermediate-Term Bond ETF made up 0.55% of Capstone Financial Group's portfolio in Q3 2020, its #45 holding.
Capstone Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 4 quarters since.
Capstone Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $793K in Q1 2020.
561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.