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Investment Centers of America’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-132,311
Closed -$11.2M – 39
2017
Q3 		$11.2M Buy
132,311
+7,432
+6% +$631K 0.82% 29
2017
Q2 		$10.6M Buy
124,879
+9,583
+8% +$810K 0.8% 27
2017
Q1 		$9.63M Buy
115,296
+12,010
+12% +$1,000K 0.74% 28
2016
Q4 		$8.57M Buy
103,286
+5,213
+5% +$443K 0.73% 29
2016
Q3 		$8.59M Buy
98,073
+13,166
+16% +$1.16M 0.89% 25
2016
Q2 		$7.47M Buy
84,907
+5,062
+6% +$438K 0.84% 27
2016
Q1 		$6.88M Buy
79,845
+5,012
+7% +$425K 0.77% 29
2015
Q4 		$6.22M Buy
74,833
+13,887
+23% +$1.17M 0.81% 24
2015
Q3 		$5.17M Buy
60,946
+7,422
+14% +$625K 0.79% 24
2015
Q2 		$4.51M Buy
53,524
+4,529
+9% +$385K 0.68% 32
2015
Q1 		$4.23M Buy
+48,995
New +$4.2M 0.62% 36
2014
Q4 		– Sell
-43,395
Closed -$3.66M – 404
2014
Q3 		$3.66M Buy
43,395
+5,088
+13% +$430K 0.65% 39
2014
Q2 		$3.24M Buy
38,307
+4,231
+12% +$356K 0.74% 33
2014
Q1 		$2.85M Buy
+34,076
New +$2.83M 0.59% 45
2013
Q4 		– Sell
-34,076
Closed -$2.85M – 254
2013
Q3 		$2.85M Buy
34,076
+3,944
+13% +$327K 0.58% 46
2013
Q2 		$2.52M Buy
+30,132
New +$2.62M 0.69% 36

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 $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $55.2M AUM 10.14% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

Investment Centers of America's BIV Position: Q4 2017 in Review

Investment Centers of America sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017, closing a stake of 132,311 shares — an estimated $11.2M sold.

Investment Centers of America first reported a position in BIV in Q2 2013 and held it in 16 quarters. The position peaked at $11.2M in Q3 2017. 406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

  • Investment Centers of America reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 132,311 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $11.2M.
  • Investment Centers of America first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 16 quarters.
  • Investment Centers of America's Vanguard Intermediate-Term Bond ETF position peaked at $11.2M in Q3 2017.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.