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

LBA 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
2016 Q4	–	Sell	-700	Closed	-$61K	–	446
2016 Q3	$61K	Hold	700	–	–	0.03%	183
2016 Q2	$62K	Hold	700	–	–	0.03%	180
2016 Q1	$60K	Buy	+700	New	+$59.3K	0.03%	184
2015 Q3	–	Sell	-200	Closed	-$17K	–	343
2015 Q2	$17K	Hold	200	–	–	0.01%	216
2015 Q1	$17K	Buy	+200	New	+$17.2K	0.01%	212

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

LBA Wealth Management's BIV Position: Q4 2016 in Review

LBA Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 700 shares — an estimated $61K sold.

LBA Wealth Management first reported a position in BIV in Q1 2015 and held it in 5 quarters. The position peaked at $62K in Q2 2016. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

LBA Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 700 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $61K.
LBA Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 5 quarters.
LBA Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $62K in Q2 2016.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.