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Fulcrum Equity Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fulcrum Equity Management’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
Q4 		– Sell
-694
Closed -$61K – 104
2019
Q3 		$61K Buy
+694
New +$60.6K 0.03% 100

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fulcrum Equity Management's BIV Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 694 shares — an estimated $61K sold.

Fulcrum Equity Management first reported a position in BIV in Q3 2019 and held it in 1 quarter. The position peaked at $61K in Q3 2019. 477 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 694 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $61K.
  • Fulcrum Equity Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Vanguard Intermediate-Term Bond ETF position peaked at $61K in Q3 2019.
  • 477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.