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

Doliver 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
2020 Q1	–	Sell	-6,555	Closed	-$572K	–	169
2019 Q4	$572K	Buy	+6,555	New	+$574K	0.23%	47
2019 Q3	–	Sell	-5,062	Closed	-$438K	–	150
2019 Q2	$438K	Buy	5,062 +1,378	+37%	+$116K	0.17%	48
2019 Q1	$309K	Sell	3,684 -2,353	-39%	-$194K	0.12%	67
2018 Q4	$491K	Buy	+6,037	New	+$483K	0.24%	56

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

Doliver Advisors's BIV Position: Q1 2020 in Review

Doliver Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 6,555 shares — an estimated $572K sold.

Doliver Advisors first reported a position in BIV in Q4 2018 and held it in 4 quarters. The position peaked at $572K in Q4 2019. 498 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

Doliver Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Doliver Advisors sold 6,555 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $572K.
Doliver Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 4 quarters.
Doliver Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $572K in Q4 2019.
498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Doliver Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.