Dividend Assets Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Dividend Assets Capital’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
2021 Q2	–	Sell	-1,132	Closed	-$100K	–	522
2021 Q1	$100K	Hold	1,132	–	–	0.02%	227
2020 Q4	$105K	Hold	1,132	–	–	0.02%	220
2020 Q3	$106K	Hold	1,132	–	–	0.03%	161
2020 Q2	$105K	Hold	1,132	–	–	0.02%	157
2020 Q1	$101K	Hold	1,132	–	–	0.02%	151
2019 Q4	$99K	Hold	1,132	–	–	0.02%	179
2019 Q3	$100K	Hold	1,132	–	–	0.02%	173
2019 Q2	$98K	Buy	+1,132	New	+$95.6K	0.02%	170

Other funds holding BIV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Dividend Assets Capital's BIV Position: Q2 2021 in Review

Dividend Assets Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 1,132 shares — an estimated $100K sold.

Dividend Assets Capital first reported a position in BIV in Q2 2019 and held it in 8 quarters. The position peaked at $106K in Q3 2020. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Dividend Assets Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Dividend Assets Capital sold 1,132 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $100K.
Dividend Assets Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 8 quarters.
Dividend Assets Capital's Vanguard Intermediate-Term Bond ETF position peaked at $106K in Q3 2020.
637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Dividend Assets Capital's 13F filing for Q2 2021, filed 23 Jul 2021.