National Planning Corporation’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

National Planning Corporation’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 Q1	–	Sell	-160	Closed	-$13.5K	–	1
2017 Q4	$13.5K	Sell	160 -62,937	-100%	-$5.3M	1.85%	19
2017 Q3	$5.34M	Buy	63,097 +12,680	+25%	+$1.08M	0.45%	40
2017 Q2	$4.24M	Sell	50,417 -213,264	-81%	-$18M	0.32%	65
2017 Q1	$22.1M	Sell	263,681 -1,351	-0.5%	-$112K	1.67%	8
2016 Q4	$22M	Sell	265,032 -36,235	-12%	-$3.08M	1.71%	7
2016 Q3	$26.1M	Sell	301,267 -68,286	-18%	-$5.99M	2.07%	5
2016 Q2	$32.4M	Buy	369,553 +3,818	+1%	+$330K	2.51%	4
2016 Q1	$31.6M	Sell	365,735 -3,344	-0.9%	-$283K	2.75%	3
2015 Q4	$31.3M	Buy	369,079 +294,290	+393%	+$24.8M	2.57%	2
2015 Q3	$6.29M	Sell	74,789 -403	-0.5%	-$33.9K	0.58%	30
2015 Q2	$6.34M	Sell	75,192 -9,619	-11%	-$818K	0.57%	33
2015 Q1	$7.21M	Sell	84,811 -60,302	-42%	-$5.18M	0.64%	31
2014 Q4	$12.4M	Buy	145,113 +16,826	+13%	+$1.43M	0.88%	24
2014 Q3	$10.8M	Buy	128,287 +13,367	+12%	+$1.13M	0.82%	25
2014 Q2	$9.73M	Buy	114,920 +4,992	+5%	+$420K	0.76%	26
2014 Q1	$9.1M	Buy	109,928 +16,222	+17%	+$1.35M	0.78%	29
2013 Q4	$7.64M	Sell	93,706 -1,285	-1%	-$107K	0.68%	31
2013 Q3	$7.9M	Buy	94,991 +4,681	+5%	+$388K	0.77%	29
2013 Q2	$7.54M	Buy	+90,310	New	+$7.85M	0.93%	21

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

DDSF

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

National Planning Corporation's BIV Position: Q1 2018 in Review

National Planning Corporation sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 160 shares — an estimated $13.5K sold.

National Planning Corporation first reported a position in BIV in Q2 2013 and held it in 19 quarters. The position peaked at $32.4M in Q2 2016. 399 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

National Planning Corporation reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
National Planning Corporation sold 160 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $13.5K.
National Planning Corporation first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 19 quarters.
National Planning Corporation's Vanguard Intermediate-Term Bond ETF position peaked at $32.4M in Q2 2016.
399 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.