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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q3 		– Sell
-227
Closed -$19K – 428
2016
Q2 		$19K Buy
+227
New +$19.6K 0.01% 224

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Genovese Burford & Brothers Wealth & Retirement Plan Management's BIV Position: Q3 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2016, closing a stake of 227 shares — an estimated $19K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BIV in Q2 2016 and held it in 1 quarter. The position peaked at $19K in Q2 2016. 314 funds tracked by Wall St. Rank hold BIV as of Q3 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 227 Vanguard Intermediate-Term Bond ETF shares in Q3 2016, an estimated $19K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Vanguard Intermediate-Term Bond ETF position peaked at $19K in Q2 2016.
  • 314 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2016, filed 14 Nov 2016.