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

Domani Wealth’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	-3,115	Closed	-$276K	–	122
2021 Q1	$276K	Sell	3,115 -2,308	-43%	-$210K	0.05%	115
2020 Q4	$504K	Sell	5,423 -7,527	-58%	-$701K	0.1%	68
2020 Q3	$1.21M	Sell	12,950 -3,949	-23%	-$370K	0.27%	40
2020 Q2	$1.57M	Hold	16,899	–	–	0.37%	35
2020 Q1	$1.51M	Buy	+16,899	New	+$1.5M	0.4%	33
2019 Q1	–	Sell	-3,002	Closed	-$244K	–	112
2018 Q4	$244K	Hold	3,002	–	–	0.11%	87
2018 Q3	$242K	Hold	3,002	–	–	0.1%	91
2018 Q2	$243K	Hold	3,002	–	–	0.11%	93
2018 Q1	$245K	Buy	+3,002	New	+$246K	0.1%	94

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

Domani Wealth's BIV Position: Q2 2021 in Review

Domani Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 3,115 shares — an estimated $276K sold.

Domani Wealth first reported a position in BIV in Q1 2018 and held it in 9 quarters. The position peaked at $1.57M in Q2 2020. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Domani Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Domani Wealth sold 3,115 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $276K.
Domani Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 9 quarters.
Domani Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $1.57M in Q2 2020.
637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Domani Wealth's 13F filing for Q2 2021, filed 22 Jul 2021.