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

MinichMacGregor 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
2018 Q4	–	Sell	-132	Closed	-$10K	–	140
2018 Q3	$10K	Hold	132	–	–	0.01%	311
2018 Q2	$10K	Buy	132 +70	+113%	+$5.65K	0.01%	298
2018 Q1	$5K	Hold	62	–	–	﹤0.01%	371
2017 Q4	$5K	Hold	62	–	–	﹤0.01%	364
2017 Q3	$5K	Hold	62	–	–	﹤0.01%	343
2017 Q2	$5K	Hold	62	–	–	﹤0.01%	347
2017 Q1	$5K	Buy	+62	New	+$5.16K	﹤0.01%	340

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MinichMacGregor Wealth Management's BIV Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 132 shares — an estimated $10K sold.

MinichMacGregor Wealth Management first reported a position in BIV in Q1 2017 and held it in 7 quarters. The position peaked at $10K in Q3 2018. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 132 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $10K.
MinichMacGregor Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $10K in Q3 2018.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.