IWP
BIV icon

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

Icon 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
2019
Q2 		– Sell
-48
Closed -$4K – 233
2019
Q1 		$4K Buy
+48
New +$3.95K ﹤0.01% 772
2018
Q3 		– Sell
-41
Closed -$3K – 324
2018
Q2 		$3K Buy
+41
New +$3.31K ﹤0.01% 785
2018
Q1 		– Sell
-41
Closed -$3K – 313
2017
Q4 		$3K Buy
+41
New +$3.46K ﹤0.01% 806

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Icon Wealth Partners's BIV Position: Q2 2019 in Review

Icon Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 48 shares — an estimated $4K sold.

Icon Wealth Partners first reported a position in BIV in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

  • Icon Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 48 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $4K.
  • Icon Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $4K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.