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HL Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HL Financial Services’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
2017
Q1 		– Sell
-5,174
Closed -$430K – 656
2016
Q4 		$430K Sell
5,174
-15,903
-75% -$1.35M 0.01% 485
2016
Q3 		$1.85M Buy
21,077
+3,250
+18% +$285K 0.04% 236
2016
Q2 		$1.57M Buy
17,827
+3,095
+21% +$268K 0.04% 261
2016
Q1 		$1.27M Buy
14,732
+7,176
+95% +$608K 0.03% 282
2015
Q4 		$628K Buy
7,556
+1,794
+31% +$151K 0.02% 390
2015
Q3 		$489K Sell
5,762
-400
-6% -$33.7K 0.01% 427
2015
Q2 		$517K Buy
6,162
+1,087
+21% +$92.4K 0.01% 447
2015
Q1 		$438K Sell
5,075
-186
-4% -$16K 0.01% 488
2014
Q4 		$446K Buy
5,261
+626
+14% +$53.2K 0.01% 467
2014
Q3 		$391K Sell
4,635
-15
-0.3% -$1.27K 0.01% 463
2014
Q2 		$394K Sell
4,650
-823
-15% -$69.2K 0.01% 477
2014
Q1 		$456K Sell
5,473
-237
-4% -$19.7K 0.01% 420
2013
Q4 		$467K Sell
5,710
-267
-4% -$22.3K 0.01% 401
2013
Q3 		$499K Buy
5,977
+133
+2% +$11K 0.02% 355
2013
Q2 		$488K Buy
+5,844
New +$508K 0.02% 340

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HL Financial Services's BIV Position: Q1 2017 in Review

HL Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2017, closing a stake of 5,174 shares — an estimated $430K sold.

HL Financial Services first reported a position in BIV in Q2 2013 and held it in 15 quarters. The position peaked at $1.85M in Q3 2016. 332 funds tracked by Wall St. Rank hold BIV as of Q1 2017.

  • HL Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • HL Financial Services sold 5,174 Vanguard Intermediate-Term Bond ETF shares in Q1 2017, an estimated $430K.
  • HL Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 15 quarters.
  • HL Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $1.85M in Q3 2016.
  • 332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2017.

Based on HL Financial Services's 13F filing for Q1 2017, filed 8 May 2017.