Foster & Motley’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Foster & Motley’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 Q1	–	Sell	-3,215	Closed	-$299K	–	301
2020 Q4	$299K	Hold	3,215	–	–	0.03%	254
2020 Q3	$301K	Hold	3,215	–	–	0.04%	230
2020 Q2	$300K	Hold	3,215	–	–	0.04%	233
2020 Q1	$287K	Hold	3,215	–	–	0.04%	214
2019 Q4	$280K	Hold	3,215	–	–	0.04%	228
2019 Q3	$283K	Hold	3,215	–	–	0.04%	218
2019 Q2	$278K	Buy	+3,215	New	+$272K	0.04%	218

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Foster & Motley's BIV Position: Q1 2021 in Review

Foster & Motley sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 3,215 shares — an estimated $299K sold.

Foster & Motley first reported a position in BIV in Q2 2019 and held it in 7 quarters. The position peaked at $301K in Q3 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

Foster & Motley reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Foster & Motley sold 3,215 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $299K.
Foster & Motley first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 7 quarters.
Foster & Motley's Vanguard Intermediate-Term Bond ETF position peaked at $301K in Q3 2020.
626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Foster & Motley's 13F filing for Q1 2021, filed 26 Apr 2021.