Founders Capital Management (Texas)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Founders Capital Management (Texas)’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 Q1	–	Sell	-10	Closed	-$1K	–	328
2018 Q4	$1K	Buy	+10	New	+$801	﹤0.01%	330
2018 Q1	–	Sell	-2	Closed	–	–	361
2017 Q4	$0	Buy	+2	New	+$169	﹤0.01%	359

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Founders Capital Management (Texas)'s BIV Position: Q1 2019 in Review

Founders Capital Management (Texas) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019, closing a stake of 10 shares — an estimated $1K sold.

Founders Capital Management (Texas) first reported a position in BIV in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 397 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

Founders Capital Management (Texas) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Founders Capital Management (Texas) sold 10 Vanguard Intermediate-Term Bond ETF shares in Q1 2019, an estimated $1K.
Founders Capital Management (Texas) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 2 quarters.
Founders Capital Management (Texas)'s Vanguard Intermediate-Term Bond ETF position peaked at $1K in Q4 2018.
397 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2019, filed 17 Apr 2019.