Karp Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Karp Capital Management’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	-1,100	Closed	-$89K	–	134
2018 Q4	$89K	Buy	+1,100	New	+$88.1K	0.04%	118
2017 Q2	–	Sell	-5,823	Closed	-$492K	–	106
2017 Q1	$492K	Hold	5,823	–	–	0.28%	69
2016 Q4	$510K	Hold	5,823	–	–	0.34%	64
2016 Q3	$510K	Hold	5,823	–	–	0.33%	66
2016 Q2	$513K	Buy	+5,823	New	+$503K	0.34%	64

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 22.9% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Karp Capital Management's BIV Position: Q1 2019 in Review

Karp Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019, closing a stake of 1,100 shares — an estimated $89K sold.

Karp Capital Management first reported a position in BIV in Q2 2016 and held it in 5 quarters. The position peaked at $513K in Q2 2016. 397 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

Karp Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 1,100 Vanguard Intermediate-Term Bond ETF shares in Q1 2019, an estimated $89K.
Karp Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 5 quarters.
Karp Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $513K in Q2 2016.
397 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.