Elgethun Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Elgethun Capital 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
2020 Q3	–	Sell	-5,266	Closed	-$491K	–	96
2020 Q2	$491K	Hold	5,266	–	–	0.29%	52
2020 Q1	$470K	Hold	5,266	–	–	0.26%	57
2019 Q4	$459K	Hold	5,266	–	–	0.22%	59
2019 Q3	$463K	Buy	+5,266	New	+$460K	0.25%	59

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

Elgethun Capital Management's BIV Position: Q3 2020 in Review

Elgethun Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 5,266 shares — an estimated $491K sold.

Elgethun Capital Management first reported a position in BIV in Q3 2019 and held it in 4 quarters. The position peaked at $491K in Q2 2020. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

Elgethun Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
Elgethun Capital Management sold 5,266 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $491K.
Elgethun Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 4 quarters.
Elgethun Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $491K in Q2 2020.
561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Elgethun Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.