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

Lenox 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
2020 Q2	$1M	Sell	10,771 -378	-3%	-$34.6K	0.31%	60
2020 Q1	$995K	Buy	11,149 +483	+5%	+$42.8K	0.34%	50
2019 Q4	$930K	Buy	10,666 +246	+2%	+$21.5K	0.26%	59
2019 Q3	$916K	Sell	10,420 -341	-3%	-$29.8K	0.27%	59
2019 Q2	$930K	Sell	10,761 -370	-3%	-$31.3K	0.28%	56
2019 Q1	$934K	Sell	11,131 -383	-3%	-$31.5K	0.29%	56
2018 Q4	$936K	Sell	11,514 -4,334	-27%	-$347K	0.32%	54
2018 Q3	$1.27M	Sell	15,848 -786	-5%	-$63.6K	0.38%	47
2018 Q2	$1.35M	Sell	16,634 -2,211	-12%	-$179K	0.43%	43
2018 Q1	$1.54M	Sell	18,845 -3,783	-17%	-$310K	0.5%	39
2017 Q4	$1.9M	Buy	22,628 +4,956	+28%	+$418K	0.58%	37
2017 Q3	$1.5M	Sell	17,672 -1,016	-5%	-$86.3K	0.51%	47
2017 Q2	$1.58M	Buy	+18,688	New	+$1.58M	0.64%	27

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

DDSF

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

Lenox Wealth Management's BIV Position: Q2 2020 in Review

Lenox Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.4% in Q2 2020, selling an estimated $34.6K and leaving 10,771 shares worth $1M. The position accounts for 0.31% of the portfolio, ranked #60.

Lenox Wealth Management first reported a position in BIV in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.9M in Q4 2017. 527 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

Lenox Wealth Management held 10,771 shares of Vanguard Intermediate-Term Bond ETF worth $1M as of Q2 2020.
Lenox Wealth Management sold 378 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $34.6K.
Vanguard Intermediate-Term Bond ETF made up 0.31% of Lenox Wealth Management's portfolio in Q2 2020, its #60 holding.
Lenox Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.9M in Q4 2017.
527 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.