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Epstein & White Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Epstein & White Financial’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
2018
Q2 		– Sell
-19,879
Closed -$1.62M – 104
2018
Q1 		$1.62M Buy
+19,879
New +$1.63M 1.04% 20

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Epstein & White Financial's BIV Position: Q2 2018 in Review

Epstein & White Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 19,879 shares — an estimated $1.62M sold.

Epstein & White Financial first reported a position in BIV in Q1 2018 and held it in 1 quarter. The position peaked at $1.62M in Q1 2018. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

  • Epstein & White Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 19,879 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $1.62M.
  • Epstein & White Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 1 quarter.
  • Epstein & White Financial's Vanguard Intermediate-Term Bond ETF position peaked at $1.62M in Q1 2018.
  • 383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.