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

Institute for 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	-1,713	Closed	-$149K	–	415
2019 Q4	$149K	Sell	1,713 -614	-26%	-$53.8K	0.03%	442
2019 Q3	$205K	Buy	+2,327	New	+$203K	0.05%	392
2019 Q2	–	Sell	-2,790	Closed	-$234K	–	471
2019 Q1	$234K	Buy	+2,790	New	+$230K	0.05%	382

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institute for Wealth Management's BIV Position: Q1 2020 in Review

Institute for Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 1,713 shares — an estimated $149K sold.

Institute for Wealth Management first reported a position in BIV in Q1 2019 and held it in 3 quarters. The position peaked at $234K in Q1 2019. 497 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

Institute for Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 1,713 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $149K.
Institute for Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and held it in 3 quarters.
Institute for Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $234K in Q1 2019.
497 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.