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Landaas & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Landaas & Company’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
Q3 		– Sell
-2,027
Closed -$164K – 89
2018
Q2 		$164K Buy
+2,027
New +$164K 0.13% 67
2018
Q1 		– Sell
-2,027
Closed -$170K – 83
2017
Q4 		$170K Hold
2,027
– – 0.15% 58
2017
Q3 		$172K Buy
+2,027
New +$172K 0.15% 56

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Landaas & Company's BIV Position: Q3 2018 in Review

Landaas & Company sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2018, closing a stake of 2,027 shares — an estimated $164K sold.

Landaas & Company first reported a position in BIV in Q3 2017 and held it in 3 quarters. The position peaked at $172K in Q3 2017. 379 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

  • Landaas & Company reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 2,027 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $164K.
  • Landaas & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Vanguard Intermediate-Term Bond ETF position peaked at $172K in Q3 2017.
  • 379 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.