Global Financial Private Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Global Financial Private Capital’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
2020 Q2	$12.1M	Buy	130,299 +15,833	+14%	+$1.45M	0.76%	39
2020 Q1	$10.2M	Sell	114,466 -8,000	-7%	-$710K	0.65%	47
2019 Q4	$10.7M	Sell	122,466 -5,751	-4%	-$504K	0.54%	54
2019 Q3	$11.3M	Sell	128,217 -1,338	-1%	-$117K	0.57%	53
2019 Q2	$11.2M	Buy	129,555 +2,490	+2%	+$210K	0.54%	56
2019 Q1	$10.7M	Buy	127,065 +1,813	+1%	+$149K	0.51%	59
2018 Q4	$10.2M	Sell	125,252 -82,543	-40%	-$6.61M	0.55%	55
2018 Q3	$16.7M	Sell	207,795 -24,892	-11%	-$2.01M	0.6%	43
2018 Q2	$18.8M	Sell	232,687 -4,879	-2%	-$394K	0.64%	47
2018 Q1	$19.4M	Buy	237,566 +16,020	+7%	+$1.31M	0.68%	45
2017 Q4	$18.6M	Buy	221,546 +46,957	+27%	+$3.96M	0.64%	43
2017 Q3	$14.8M	Buy	174,589 +41,758	+31%	+$3.55M	0.53%	56
2017 Q2	$11.2M	Buy	132,831 +15,816	+14%	+$1.34M	0.54%	57
2017 Q1	$9.78M	Buy	+117,015	New	+$9.74M	0.49%	61

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DDSF

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

Global Financial Private Capital's BIV Position: Q2 2020 in Review

Global Financial Private Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2020, buying an estimated $1.45M and bringing the position to 130,299 shares worth $12.1M. The position accounts for 0.76% of the portfolio, ranked #39.

Global Financial Private Capital first reported a position in BIV in Q1 2017 and has held it in 14 quarters since. The position peaked at $19.4M in Q1 2018. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

Global Financial Private Capital held 130,299 shares of Vanguard Intermediate-Term Bond ETF worth $12.1M as of Q2 2020.
Global Financial Private Capital bought 15,833 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $1.45M.
Vanguard Intermediate-Term Bond ETF made up 0.76% of Global Financial Private Capital's portfolio in Q2 2020, its #39 holding.
Global Financial Private Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 14 quarters since.
Global Financial Private Capital's Vanguard Intermediate-Term Bond ETF position peaked at $19.4M in Q1 2018.
528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.