Clear Perspective Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Clear Perspective 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
2019 Q4	–	Sell	-685	Closed	-$59K	–	136
2019 Q3	$59K	Hold	685	–	–	0.03%	145
2019 Q2	$59K	Buy	+685	New	+$57.9K	0.04%	174
2018 Q3	–	Sell	-985	Closed	-$80K	–	170
2018 Q2	$80K	Hold	985	–	–	0.06%	213
2018 Q1	$81K	Sell	985 -2,315	-70%	-$190K	0.06%	207
2017 Q4	$277K	Buy	3,300 +185	+6%	+$15.6K	0.21%	111
2017 Q3	$264K	Hold	3,115	–	–	0.22%	110
2017 Q2	$263K	Buy	3,115 +250	+9%	+$21.1K	0.22%	105
2017 Q1	$240K	Hold	2,865	–	–	0.16%	111
2016 Q4	$238K	Buy	+2,865	New	+$243K	0.16%	114

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Clear Perspective Advisors's BIV Position: Q4 2019 in Review

Clear Perspective Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 685 shares — an estimated $59K sold.

Clear Perspective Advisors first reported a position in BIV in Q4 2016 and held it in 9 quarters. The position peaked at $277K in Q4 2017. 478 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

Clear Perspective Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 685 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $59K.
Clear Perspective Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $277K in Q4 2017.
478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.