IMA Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

IMA Advisory Services’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 Q1	–	Sell	-66	Closed	-$5K	–	286
2018 Q4	$5K	Hold	66	–	–	﹤0.01%	244
2018 Q3	$5K	Hold	66	–	–	﹤0.01%	252
2018 Q2	$5K	Buy	+66	New	+$5.33K	﹤0.01%	304

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

IMA Advisory Services's BIV Position: Q1 2019 in Review

IMA Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019, closing a stake of 66 shares — an estimated $5K sold.

IMA Advisory Services first reported a position in BIV in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q4 2018. 396 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

IMA Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
IMA Advisory Services sold 66 Vanguard Intermediate-Term Bond ETF shares in Q1 2019, an estimated $5K.
IMA Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and held it in 3 quarters.
IMA Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $5K in Q4 2018.
396 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.