Measured Wealth Private Client Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Measured Wealth Private Client Group’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
2019 Q4	–	Sell	-30,647	Closed	-$2.7M	–	110
2019 Q3	$2.7M	Sell	30,647 -48,146	-61%	-$4.21M	1.74%	12
2019 Q2	$6.82M	Sell	78,793 -10,111	-11%	-$854K	3.94%	5
2019 Q1	$7.46M	Buy	88,904 +3,005	+3%	+$247K	4.6%	5
2018 Q4	$6.98M	Buy	85,899 +2,174	+3%	+$174K	6.33%	5
2018 Q3	$6.74M	Buy	83,725 +1,966	+2%	+$159K	4.04%	5
2018 Q2	$6.62M	Buy	+81,759	New	+$6.6M	5.39%	5
2017 Q3	$4.29M	Buy	+50,630	New	+$4.3M	5.86%	5

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

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

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

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

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

DDSF

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Measured Wealth Private Client Group's BIV Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 30,647 shares — an estimated $2.7M sold.

Measured Wealth Private Client Group first reported a position in BIV in Q3 2017 and held it in 7 quarters. The position peaked at $7.46M in Q1 2019. 477 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

Measured Wealth Private Client Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 30,647 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $2.7M.
Measured Wealth Private Client Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 7 quarters.
Measured Wealth Private Client Group's Vanguard Intermediate-Term Bond ETF position peaked at $7.46M in Q1 2019.
477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.