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iAB Financial Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

iAB Financial Bank’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
Q2 		$653K Buy
7,730
+1,400
+22% +$118K 0.32% 74
2017
Q1 		$529K Sell
6,330
-625
-9% -$52K 0.27% 80
2016
Q4 		$578K Buy
6,955
+150
+2% +$12.7K 0.33% 66
2016
Q3 		$597K Hold
6,805
– – 0.35% 62
2016
Q2 		$599K Buy
6,805
+205
+3% +$17.7K 0.38% 60
2016
Q1 		$569K Hold
6,600
– – 0.38% 58
2015
Q4 		$548K Buy
6,600
+175
+3% +$14.7K 0.4% 61
2015
Q3 		$545K Sell
6,425
-50
-0.8% -$4.21K 0.42% 58
2015
Q2 		$543K Buy
6,475
+150
+2% +$12.8K 0.37% 62
2015
Q1 		$545K Buy
6,325
+225
+4% +$19.3K 0.37% 57
2014
Q4 		$517K Buy
6,100
+1,275
+26% +$108K 0.44% 51
2014
Q3 		$407K Buy
4,825
+730
+18% +$61.7K 0.36% 57
2014
Q2 		$347K Buy
4,095
+200
+5% +$16.8K 0.3% 67
2014
Q1 		$325K Buy
3,895
+250
+7% +$20.8K 0.29% 68
2013
Q4 		$298K Hold
3,645
– – 0.26% 78
2013
Q3 		$304K Sell
3,645
-625
-15% -$51.8K 0.29% 70
2013
Q2 		$357K Buy
+4,270
New +$371K 0.36% 59

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

iAB Financial Bank's BIV Position: Q2 2017 in Review

iAB Financial Bank increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 22% in Q2 2017, buying an estimated $118K and bringing the position to 7,730 shares worth $653K. The position accounts for 0.32% of the portfolio, ranked #74.

iAB Financial Bank first reported a position in BIV in Q2 2013 and has held it in 17 quarters since. 334 funds tracked by Wall St. Rank hold BIV as of Q2 2017.

  • iAB Financial Bank held 7,730 shares of Vanguard Intermediate-Term Bond ETF worth $653K as of Q2 2017.
  • iAB Financial Bank bought 1,400 Vanguard Intermediate-Term Bond ETF shares in Q2 2017, an estimated $118K.
  • Vanguard Intermediate-Term Bond ETF made up 0.32% of iAB Financial Bank's portfolio in Q2 2017, its #74 holding.
  • iAB Financial Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • 334 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.