Morningstar Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Morningstar Investment 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
2020 Q1	–	Sell	-52,426	Closed	-$4.57M	–	25
2019 Q4	$4.57M	Buy	52,426 +1,214	+2%	+$106K	0.84%	16
2019 Q3	$4.5M	Sell	51,212 -36,876	-42%	-$3.22M	1.27%	12
2019 Q2	$7.62M	Sell	88,088 -58,241	-40%	-$4.92M	2.35%	12
2019 Q1	$12.3M	Buy	146,329 +80,775	+123%	+$6.65M	6.18%	8
2018 Q4	$5.33M	Buy	+65,554	New	+$5.25M	4.23%	8

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 $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morningstar Investment Management's BIV Position: Q1 2020 in Review

Morningstar Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 52,426 shares — an estimated $4.57M sold.

Morningstar Investment Management first reported a position in BIV in Q4 2018 and held it in 5 quarters. The position peaked at $12.3M in Q1 2019. 498 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

Morningstar Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Morningstar Investment Management sold 52,426 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $4.57M.
Morningstar Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 5 quarters.
Morningstar Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $12.3M in Q1 2019.
498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Morningstar Investment Management's 13F filing for Q1 2020, filed 12 May 2020.