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 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 22.96% 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 $1.65B AUM 17.84% 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

Girard Partners's BIV Position: Q1 2019 in Review

Girard Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019, closing a stake of 7,052 shares — an estimated $573K sold.

Girard Partners first reported a position in BIV in Q4 2016 and held it in 9 quarters. The position peaked at $4.66M in Q4 2017. 397 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

Girard Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Girard Partners sold 7,052 Vanguard Intermediate-Term Bond ETF shares in Q1 2019, an estimated $573K.
Girard Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 9 quarters.
Girard Partners's Vanguard Intermediate-Term Bond ETF position peaked at $4.66M in Q4 2017.
397 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

Based on Girard Partners's 13F filing for Q1 2019, filed 8 May 2019.