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

FDx 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
2019 Q3	–	Sell	-125,595	Closed	-$10.9M	–	642
2019 Q2	$10.9M	Buy	125,595 +11,888	+10%	+$1M	0.43%	50
2019 Q1	$9.54M	Buy	+113,707	New	+$9.36M	0.39%	52
2018 Q4	–	Sell	-103,033	Closed	-$8.29M	–	570
2018 Q3	$8.29M	Buy	103,033 +13,928	+16%	+$1.13M	0.31%	62
2018 Q2	$7.21M	Buy	89,105 +15,820	+22%	+$1.28M	0.26%	76
2018 Q1	$5.99M	Buy	73,285 +18,212	+33%	+$1.49M	0.18%	100
2017 Q4	$4.62M	Buy	55,073 +13,928	+34%	+$1.17M	0.13%	132
2017 Q3	$3.48M	Buy	41,145 +37,426	+1,006%	+$3.18M	0.1%	173
2017 Q2	$314K	Buy	+3,719	New	+$314K	0.01%	962
2015 Q1	–	Sell	-4,872	Closed	-$413K	–	1872
2014 Q4	$413K	Buy	+4,872	New	+$414K	0.03%	611

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FDx Advisors's BIV Position: Q3 2019 in Review

FDx Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2019, closing a stake of 125,595 shares — an estimated $10.9M sold.

FDx Advisors first reported a position in BIV in Q4 2014 and held it in 9 quarters. The position peaked at $10.9M in Q2 2019. 406 funds tracked by Wall St. Rank hold BIV as of Q3 2019.

FDx Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 125,595 Vanguard Intermediate-Term Bond ETF shares in Q3 2019, an estimated $10.9M.
FDx Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 9 quarters.
FDx Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $10.9M in Q2 2019.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.