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

JNBA 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	-375	Closed	-$30K	–	545
2018 Q3	$30K	Buy	+375	New	+$30.3K	0.01%	265
2018 Q1	–	Sell	-24	Closed	-$2K	–	496
2017 Q4	$2K	Hold	24	–	–	﹤0.01%	443
2017 Q3	$2K	Hold	24	–	–	﹤0.01%	437
2017 Q2	$2K	Sell	24 -13	-35%	-$1.1K	﹤0.01%	420
2017 Q1	$3K	Hold	37	–	–	﹤0.01%	413
2016 Q4	$3K	Buy	37 +15	+68%	+$1.27K	﹤0.01%	432
2016 Q3	$2K	Sell	22 -2	-8%	-$175	﹤0.01%	1401
2016 Q2	$2K	Hold	24	–	–	﹤0.01%	458
2016 Q1	$2K	Hold	24	–	–	﹤0.01%	482
2015 Q4	$2K	Hold	24	–	–	﹤0.01%	460
2015 Q3	$2K	Hold	24	–	–	﹤0.01%	462
2015 Q2	$2K	Hold	24	–	–	﹤0.01%	468
2015 Q1	$2K	Hold	24	–	–	﹤0.01%	473
2014 Q4	$2K	Hold	24	–	–	﹤0.01%	485
2014 Q3	$2K	Hold	24	–	–	﹤0.01%	519
2014 Q2	$2K	Hold	24	–	–	﹤0.01%	457
2014 Q1	$2K	Hold	24	–	–	﹤0.01%	430
2013 Q4	$2K	Hold	24	–	–	﹤0.01%	396
2013 Q3	$2K	Sell	24 -5,048	-100%	-$418K	﹤0.01%	383
2013 Q2	$423K	Buy	+5,072	New	+$441K	0.29%	55

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 375 shares — an estimated $30K sold.

JNBA Financial Advisors first reported a position in BIV in Q2 2013 and held it in 20 quarters. The position peaked at $423K in Q2 2013. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

JNBA Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
JNBA Financial Advisors sold 375 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $30K.
JNBA Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 20 quarters.
JNBA Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $423K in Q2 2013.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.