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Interactive Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Interactive Financial Advisors’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
Q4 		– Sell
-51
Closed -$4K – 102
2018
Q3 		$4K Buy
+51
New +$4.12K ﹤0.01% 114

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 22.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Interactive Financial Advisors's BIV Position: Q4 2018 in Review

Interactive Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 51 shares — an estimated $4K sold.

Interactive Financial Advisors first reported a position in BIV in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

  • Interactive Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Interactive Financial Advisors sold 51 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $4K.
  • Interactive Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and held it in 1 quarter.
  • Interactive Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Interactive Financial Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.