MKD Wealth Coaches’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MKD Wealth Coaches’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 Q4	–	Sell	-5,848	Closed	-$547K	–	25
2020 Q3	$547K	Sell	5,848 -1,327	-18%	-$124K	0.78%	18
2020 Q2	$669K	Buy	7,175 +417	+6%	+$38.2K	0.84%	16
2020 Q1	$604K	Buy	6,758 +2,492	+58%	+$221K	0.81%	24
2019 Q4	$372K	Buy	4,266 +22	+0.5%	+$1.93K	0.32%	43
2019 Q3	$373K	Buy	4,244 +125	+3%	+$10.9K	0.39%	38
2019 Q2	$356K	Buy	4,119 +167	+4%	+$14.1K	0.32%	36
2019 Q1	$332K	Buy	3,952 +326	+9%	+$26.8K	0.34%	37
2018 Q4	$295K	Buy	+3,626	New	+$290K	0.35%	41

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MKD Wealth Coaches's BIV Position: Q4 2020 in Review

MKD Wealth Coaches sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 5,848 shares — an estimated $547K sold.

MKD Wealth Coaches first reported a position in BIV in Q4 2018 and held it in 8 quarters. The position peaked at $669K in Q2 2020. 648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

MKD Wealth Coaches reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 5,848 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $547K.
MKD Wealth Coaches first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 8 quarters.
MKD Wealth Coaches's Vanguard Intermediate-Term Bond ETF position peaked at $669K in Q2 2020.
648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.