Integrated Wealth Management (Palm Desert)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-820	Closed	-$72K	–	314
2016 Q3	$72K	Hold	820	–	–	0.03%	356
2016 Q2	$72K	Hold	820	–	–	0.03%	345
2016 Q1	$71K	Hold	820	–	–	0.03%	336
2015 Q4	$68K	Hold	820	–	–	0.03%	337
2015 Q3	$70K	Hold	820	–	–	0.03%	323
2015 Q2	$69K	Hold	820	–	–	0.03%	330
2015 Q1	$70K	Buy	+820	New	+$70.4K	0.03%	330

Other funds holding BIV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BIV Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 820 shares — an estimated $72K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BIV in Q1 2015 and held it in 7 quarters. The position peaked at $72K in Q3 2016. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 820 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $72K.
Integrated Wealth Management (Palm Desert) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Vanguard Intermediate-Term Bond ETF position peaked at $72K in Q3 2016.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.