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

JOYN 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
2019
Q1 		– Sell
-1,282
Closed -$104K – 265
2018
Q4 		$104K Hold
1,282
– – 0.02% 190
2018
Q3 		$103K Hold
1,282
– – 0.02% 212
2018
Q2 		$104K Buy
+1,282
New +$104K 0.02% 218

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $39.3M AUM 1.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

JOYN Advisors's BIV Position: Q1 2019 in Review

JOYN Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019, closing a stake of 1,282 shares — an estimated $104K sold.

JOYN Advisors first reported a position in BIV in Q2 2018 and held it in 3 quarters. The position peaked at $104K in Q4 2018. 396 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

  • JOYN Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,282 Vanguard Intermediate-Term Bond ETF shares in Q1 2019, an estimated $104K.
  • JOYN Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $104K in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.