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

Investors Capital 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
2016 Q2	$263K	Buy	2,994 +320	+12%	+$27.7K	0.05%	488
2016 Q1	$230K	Sell	2,674 -97	-4%	-$8.22K	0.05%	521
2015 Q4	$230K	Buy	2,771 +340	+14%	+$28.6K	0.04%	527
2015 Q3	$206K	Buy	+2,431	New	+$205K	0.04%	576
2014 Q1	–	Sell	-2,453	Closed	-$200K	–	678
2013 Q4	$200K	Sell	2,453 -583	-19%	-$48.7K	0.05%	499
2013 Q3	$253K	Hold	3,036	–	–	0.07%	403
2013 Q2	$253K	Buy	+3,036	New	+$264K	0.08%	353

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $39.3M AUM 1.14% 1-Year Est. Return

Investors Capital Advisory Services's BIV Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2016, buying an estimated $27.7K and bringing the position to 2,994 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #488.

Investors Capital Advisory Services first reported a position in BIV in Q2 2013 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold BIV as of Q2 2016.

Investors Capital Advisory Services held 2,994 shares of Vanguard Intermediate-Term Bond ETF worth $263K as of Q2 2016.
Investors Capital Advisory Services bought 320 Vanguard Intermediate-Term Bond ETF shares in Q2 2016, an estimated $27.7K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #488 holding.
Investors Capital Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.