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Lutz Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lutz Financial Services’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 		– Sell
-4,045
Closed -$361K – 58
2020
Q1 		$361K Hold
4,045
– – 0.08% 56
2019
Q4 		$353K Buy
+4,045
New +$354K 0.06% 63

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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

Lutz Financial Services's BIV Position: Q2 2020 in Review

Lutz Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020, closing a stake of 4,045 shares — an estimated $361K sold.

Lutz Financial Services first reported a position in BIV in Q4 2019 and held it in 2 quarters. The position peaked at $361K in Q1 2020. 527 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • Lutz Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Lutz Financial Services sold 4,045 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $361K.
  • Lutz Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 2 quarters.
  • Lutz Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $361K in Q1 2020.
  • 527 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Lutz Financial Services's 13F filing for Q2 2020, filed 28 Jul 2020.