FFA
BIV icon

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

Fragasso Financial 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
2018
Q1 		– Sell
-27,076
Closed -$2.27M – 102
2017
Q4 		$2.27M Buy
+27,076
New +$2.28M 0.55% 22

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 $424B AUM 22.94% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fragasso Financial Advisors's BIV Position: Q1 2018 in Review

Fragasso Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 27,076 shares — an estimated $2.27M sold.

Fragasso Financial Advisors first reported a position in BIV in Q4 2017 and held it in 1 quarter. The position peaked at $2.27M in Q4 2017. 400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

  • Fragasso Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Fragasso Financial Advisors sold 27,076 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $2.27M.
  • Fragasso Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 1 quarter.
  • Fragasso Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.27M in Q4 2017.
  • 400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on Fragasso Financial Advisors's 13F filing for Q1 2018, filed 14 May 2018.