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Gofen & Glossberg’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Gofen & Glossberg’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
2018
Q2 		– Sell
-4,560
Closed -$373K – 449
2018
Q1 		$373K Buy
+4,560
New +$374K 0.01% 326

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Gofen & Glossberg's BIV Position: Q2 2018 in Review

Gofen & Glossberg sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 4,560 shares — an estimated $373K sold.

Gofen & Glossberg first reported a position in BIV in Q1 2018 and held it in 1 quarter. The position peaked at $373K in Q1 2018. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

  • Gofen & Glossberg reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Gofen & Glossberg sold 4,560 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $373K.
  • Gofen & Glossberg first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 1 quarter.
  • Gofen & Glossberg's Vanguard Intermediate-Term Bond ETF position peaked at $373K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Gofen & Glossberg's 13F filing for Q2 2018, filed 11 Jul 2018.