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Howard Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Howard Wealth Management’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
Q1 		– Sell
-221
Closed -$19K – 138
2019
Q4 		$19K Buy
+221
New +$19.4K 0.02% 278

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howard Wealth Management's BIV Position: Q1 2020 in Review

Howard Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 221 shares — an estimated $19K sold.

Howard Wealth Management first reported a position in BIV in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 497 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

  • Howard Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 221 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $19K.
  • Howard Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $19K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.