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LVZ Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

LVZ Inc’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
Q1 		– Sell
-11,000
Closed -$922K – 65
2017
Q4 		$922K Buy
11,000
+7,217
+191% +$608K 0.27% 27
2017
Q3 		$320K Buy
3,783
+466
+14% +$39.6K 0.1% 46
2017
Q2 		$280K Buy
3,317
+513
+18% +$43.3K 2.51% 22
2017
Q1 		$234K Buy
+2,804
New +$233K 2.21% 27

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LVZ Inc's BIV Position: Q1 2018 in Review

LVZ Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 11,000 shares — an estimated $922K sold.

LVZ Inc first reported a position in BIV in Q1 2017 and held it in 4 quarters. The position peaked at $922K in Q4 2017. 400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

  • LVZ Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • LVZ Inc sold 11,000 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $922K.
  • LVZ Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 4 quarters.
  • LVZ Inc's Vanguard Intermediate-Term Bond ETF position peaked at $922K in Q4 2017.
  • 400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on LVZ Inc's 13F filing for Q1 2018, filed 25 Apr 2018.