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

Hobart 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
2019 Q2	–	Sell	-16,958	Closed	-$1.42M	–	148
2019 Q1	$1.42M	Sell	16,958 -16	-0.1%	-$1.32K	1.08%	28
2018 Q4	$1.38M	Sell	16,974 -580	-3%	-$46.4K	1.18%	29
2018 Q3	$1.41M	Buy	17,554 +648	+4%	+$52.4K	1.08%	32
2018 Q2	$1.37M	Buy	16,906 +2,835	+20%	+$229K	1.12%	30
2018 Q1	$1.15M	Buy	14,071 +1,418	+11%	+$116K	1.01%	36
2017 Q4	$1.06M	Buy	+12,653	New	+$1.07M	0.95%	35

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Hobart Private Capital's BIV Position: Q2 2019 in Review

Hobart Private Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 16,958 shares — an estimated $1.42M sold.

Hobart Private Capital first reported a position in BIV in Q4 2017 and held it in 6 quarters. The position peaked at $1.42M in Q1 2019. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

Hobart Private Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 16,958 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $1.42M.
Hobart Private Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 6 quarters.
Hobart Private Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.42M in Q1 2019.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.