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Lake Point Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lake Point Wealth 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
-24
Closed -$2K – 687
2018
Q4 		$2K Buy
+24
New +$1.92K ﹤0.01% 664

Other funds holding BIV

Bank of America
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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

Lake Point Wealth Management's BIV Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019, closing a stake of 24 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in BIV in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 396 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 24 Vanguard Intermediate-Term Bond ETF shares in Q1 2019, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2K in Q4 2018.
  • 396 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.