Coyle Financial Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Coyle Financial Counsel’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 Q1	–	Sell	-5,640	Closed	-$492K	–	48
2019 Q4	$492K	Sell	5,640 -15	-0.3%	-$1.31K	0.46%	41
2019 Q3	$498K	Buy	5,655 +227	+4%	+$19.8K	0.51%	42
2019 Q2	$470K	Sell	5,428 -700	-11%	-$59.1K	0.42%	45
2019 Q1	$514K	Buy	6,128 +284	+5%	+$23.4K	0.5%	36
2018 Q4	$475K	Buy	+5,844	New	+$468K	0.5%	36
2018 Q3	–	Sell	-5,655	Closed	-$458K	–	61
2018 Q2	$458K	Buy	5,655 +148	+3%	+$12K	0.43%	38
2018 Q1	$450K	Buy	+5,507	New	+$452K	0.47%	35
2017 Q2	$434K	Sell	5,131 -54,839	-91%	-$4.63M	0.58%	29
2017 Q1	$5.01M	Sell	59,970 -7,595	-11%	-$632K	6.54%	3
2016 Q4	$5.61M	Sell	67,565 -6,999	-9%	-$594K	12.1%	2
2016 Q3	$6.49M	Sell	74,564 -4,874	-6%	-$428K	9.36%	1
2016 Q2	$7M	Sell	79,438 -4,550	-5%	-$393K	10.1%	1
2016 Q1	$7.25M	Sell	83,988 -9,937	-11%	-$842K	11.52%	1
2015 Q4	$7.8M	Sell	93,925 -666	-0.7%	-$56.1K	7.65%	4
2015 Q3	$8.03M	Buy	94,591 +44,307	+88%	+$3.73M	7.54%	4
2015 Q2	$4.22M	Buy	50,284 +320	+0.6%	+$27.2K	4.73%	7
2015 Q1	$4.31M	Buy	+49,964	New	+$4.29M	4.79%	8

Other funds holding BIV

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Coyle Financial Counsel's BIV Position: Q1 2020 in Review

Coyle Financial Counsel sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 5,640 shares — an estimated $492K sold.

Coyle Financial Counsel first reported a position in BIV in Q1 2015 and held it in 17 quarters. The position peaked at $8.03M in Q3 2015. 498 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

Coyle Financial Counsel reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Coyle Financial Counsel sold 5,640 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $492K.
Coyle Financial Counsel first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 17 quarters.
Coyle Financial Counsel's Vanguard Intermediate-Term Bond ETF position peaked at $8.03M in Q3 2015.
498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Coyle Financial Counsel's 13F filing for Q1 2020, filed 12 May 2020.