Concert Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Concert Wealth Management’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
2017 Q1	–	Sell	-12,545	Closed	-$1.04M	–	493
2016 Q4	$1.04M	Sell	12,545 -474	-4%	-$40.2K	0.23%	125
2016 Q3	$1.15M	Sell	13,019 -4,565	-26%	-$401K	0.14%	187
2016 Q2	$1.55M	Buy	17,584 +611	+4%	+$52.8K	0.21%	126
2016 Q1	$1.47M	Buy	+16,973	New	+$1.44M	0.2%	128
2015 Q4	–	Sell	-2,900	Closed	-$248K	–	691
2015 Q3	$248K	Buy	+2,900	New	+$244K	0.03%	543
2015 Q1	–	Sell	-5,968	Closed	-$506K	–	501
2014 Q4	$506K	Buy	5,968 +1	+0%	+$85	0.08%	320
2014 Q3	$504K	Buy	5,967 +33	+0.6%	+$2.79K	0.07%	258
2014 Q2	$493K	Sell	5,934 -406	-6%	-$34.1K	0.06%	277
2014 Q1	$528K	Buy	6,340 +3	+0%	+$249	0.07%	258
2013 Q4	$518K	Sell	6,337 -3,472	-35%	-$290K	0.07%	250
2013 Q3	$821K	Sell	9,809 -5,158	-34%	-$427K	0.12%	157
2013 Q2	$1.25M	Buy	+14,967	New	+$1.3M	0.19%	73

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Concert Wealth Management's BIV Position: Q1 2017 in Review

Concert Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2017, closing a stake of 12,545 shares — an estimated $1.04M sold.

Concert Wealth Management first reported a position in BIV in Q2 2013 and held it in 12 quarters. The position peaked at $1.55M in Q2 2016. 332 funds tracked by Wall St. Rank hold BIV as of Q1 2017.

Concert Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
Concert Wealth Management sold 12,545 Vanguard Intermediate-Term Bond ETF shares in Q1 2017, an estimated $1.04M.
Concert Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 12 quarters.
Concert Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.55M in Q2 2016.
332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.