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Mosaic Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mosaic Financial Partners’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
Q2 		– Sell
-37,248
Closed -$3.04M – 50
2018
Q1 		$3.04M Sell
37,248
-16
-0% -$1.31K 1.84% 19
2017
Q4 		$3.12M Buy
37,264
+1,318
+4% +$111K 1.79% 18
2017
Q3 		$3.04M Buy
35,946
+319
+0.9% +$27.1K 1.87% 18
2017
Q2 		$3.01M Sell
35,627
-423
-1% -$35.7K 1.88% 18
2017
Q1 		$3.01M Buy
36,050
+4,094
+13% +$341K 1.9% 18
2016
Q4 		$2.65M Buy
31,956
+3,649
+13% +$310K 1.7% 18
2016
Q3 		$2.48M Buy
28,307
+1,539
+6% +$135K 1.51% 19
2016
Q2 		$2.36M Buy
26,768
+3,039
+13% +$263K 1.45% 20
2016
Q1 		$2.05M Sell
23,729
-2,178
-8% -$185K 1.31% 26
2015
Q4 		$2.15M Sell
25,907
-805
-3% -$67.8K 1.38% 24
2015
Q3 		$2.27M Buy
26,712
+461
+2% +$38.8K 1.45% 23
2015
Q2 		$2.2M Buy
26,251
+43
+0.2% +$3.66K 1.51% 23
2015
Q1 		$2.26M Buy
26,208
+1,882
+8% +$162K 1.54% 23
2014
Q4 		$2.06M Buy
+24,326
New +$2.07M 1.4% 25

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Mosaic Financial Partners's BIV Position: Q2 2018 in Review

Mosaic Financial Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 37,248 shares — an estimated $3.04M sold.

Mosaic Financial Partners first reported a position in BIV in Q4 2014 and held it in 14 quarters. The position peaked at $3.12M in Q4 2017. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

  • Mosaic Financial Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Mosaic Financial Partners sold 37,248 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $3.04M.
  • Mosaic Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 14 quarters.
  • Mosaic Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $3.12M in Q4 2017.
  • 383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.