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

Hefty Wealth 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
2018 Q1	$179K	Buy	+2,187	New	+$179K	0.12%	90
2016 Q4	–	Sell	-985	Closed	-$86K	–	235
2016 Q3	$86K	Buy	985 +322	+49%	+$28.3K	0.07%	98
2016 Q2	$58K	Buy	663 +276	+71%	+$23.9K	0.05%	99
2016 Q1	$33K	Sell	387 -3,206	-89%	-$272K	0.03%	119
2015 Q4	$298K	Buy	+3,593	New	+$302K	0.28%	83

Other funds holding BIV

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

DDSF

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hefty Wealth Partners's BIV Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018: 2,187 shares worth $179K. The stake represents 0.12% of the portfolio and ranks #90 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in BIV as recently as Q3 2016.

Hefty Wealth Partners first reported a position in BIV in Q4 2015 and has held it in 5 quarters since. The position peaked at $298K in Q4 2015. 399 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

Hefty Wealth Partners held 2,187 shares of Vanguard Intermediate-Term Bond ETF worth $179K as of Q1 2018.
Vanguard Intermediate-Term Bond ETF was a new Hefty Wealth Partners position in Q1 2018.
Vanguard Intermediate-Term Bond ETF made up 0.12% of Hefty Wealth Partners's portfolio in Q1 2018, its #90 holding.
Hefty Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 5 quarters since.
Hefty Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $298K in Q4 2015.
399 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.