IH
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IFC Holdings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-325,760
Closed -$27.3M – 33
2017
Q4 		$27.3M Sell
325,760
-4,905
-1% -$413K 1.88% 12
2017
Q3 		$28M Buy
330,665
+22,101
+7% +$1.88M 1.95% 12
2017
Q2 		$26.1M Buy
308,564
+21,519
+7% +$1.82M 2% 12
2017
Q1 		$24M Buy
287,045
+13,007
+5% +$1.08M 2.11% 10
2016
Q4 		$22.8M Buy
274,038
+19,675
+8% +$1.67M 2.27% 9
2016
Q3 		$22.3M Buy
254,363
+21,744
+9% +$1.91M 2.35% 9
2016
Q2 		$20.5M Buy
232,619
+31,630
+16% +$2.73M 2.31% 8
2016
Q1 		$17.3M Buy
200,989
+7,545
+4% +$639K 2.18% 9
2015
Q4 		$16.1M Buy
193,444
+17,716
+10% +$1.49M 2.14% 8
2015
Q3 		$14.8M Buy
175,728
+2,756
+2% +$232K 2.26% 8
2015
Q2 		$14.4M Buy
172,972
+21,598
+14% +$1.84M 2.09% 10
2015
Q1 		$13M Buy
151,374
+13,655
+10% +$1.17M 1.98% 9
2014
Q4 		$11.6M Buy
137,719
+8,010
+6% +$681K 1.91% 8
2014
Q3 		$10.9M Buy
129,709
+11,992
+10% +$1.01M 1.97% 8
2014
Q2 		$9.98M Buy
117,717
+10,790
+10% +$907K 1.83% 9
2014
Q1 		$8.9M Buy
106,927
+3,483
+3% +$290K 1.84% 10
2013
Q4 		$8.45M Buy
103,444
+4,981
+5% +$416K 1.78% 8
2013
Q3 		$8.23M Buy
98,463
+3,569
+4% +$296K 1.79% 7
2013
Q2 		$7.91M Buy
+94,894
New +$8.24M 1.89% 7

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFC Holdings's BIV Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 325,760 shares — an estimated $27.3M sold.

IFC Holdings first reported a position in BIV in Q2 2013 and held it in 19 quarters. The position peaked at $28M in Q3 2017. 399 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 325,760 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $27.3M.
  • IFC Holdings first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Vanguard Intermediate-Term Bond ETF position peaked at $28M in Q3 2017.
  • 399 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.