Girard Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Girard Partners’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	-7,052	Closed	-$573K	–	236
2018 Q4	$573K	Sell	7,052 -10,829	-61%	-$867K	0.12%	142
2018 Q3	$1.44M	Sell	17,881 -4,665	-21%	-$377K	0.26%	96
2018 Q2	$1.83M	Buy	22,546 +233	+1%	+$18.8K	0.34%	82
2018 Q1	$1.82M	Sell	22,313 -33,312	-60%	-$2.73M	0.43%	66
2017 Q4	$4.66M	Buy	55,625 +3,081	+6%	+$260K	0.89%	33
2017 Q3	$4.45M	Buy	52,544 +465	+0.9%	+$39.5K	0.92%	35
2017 Q2	$4.4M	Buy	52,079 +4,019	+8%	+$340K	0.95%	34
2017 Q1	$4.02M	Buy	48,060 +41,398	+621%	+$3.45M	0.97%	30
2016 Q4	$553K	Buy	+6,662	New	+$566K	0.16%	135

Other funds holding BIV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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