Chicago Partners Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Chicago Partners Investment 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
2018 Q4	–	Sell	-1,400	Closed	-$112K	–	388
2018 Q3	$112K	Hold	1,400	–	–	0.02%	390
2018 Q2	$113K	Hold	1,400	–	–	0.02%	369
2018 Q1	$114K	Hold	1,400	–	–	0.02%	325
2017 Q4	$117K	Hold	1,400	–	–	0.02%	339
2017 Q3	$119K	Buy	+1,400	New	+$119K	0.02%	324
2017 Q2	–	Sell	-1,400	Closed	-$117K	–	649
2017 Q1	$117K	Hold	1,400	–	–	0.03%	232
2016 Q4	$116K	Hold	1,400	–	–	0.04%	215
2016 Q3	$123K	Hold	1,400	–	–	0.05%	212
2016 Q2	$123K	Hold	1,400	–	–	0.06%	172
2016 Q1	$121K	Hold	1,400	–	–	0.06%	162
2015 Q4	$116K	Hold	1,400	–	–	0.06%	213
2015 Q3	$119K	Hold	1,400	–	–	0.07%	169
2015 Q2	$117K	Sell	1,400 -26	-2%	-$2.21K	0.05%	176
2015 Q1	$121K	Buy	1,426 +26	+2%	+$2.23K	0.05%	167
2014 Q4	$119K	Buy	+1,400	New	+$119K	0.05%	166

Other funds holding BIV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

DDSF

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Chicago Partners Investment Group's BIV Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 1,400 shares — an estimated $112K sold.

Chicago Partners Investment Group first reported a position in BIV in Q4 2014 and held it in 15 quarters. The position peaked at $123K in Q3 2016. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

Chicago Partners Investment Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,400 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $112K.
Chicago Partners Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 15 quarters.
Chicago Partners Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $123K in Q3 2016.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.