NewFocus Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NewFocus Financial Group’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	-4,830	Closed	-$405K	–	70
2017 Q4	$405K	Hold	4,830	–	–	0.25%	53
2017 Q3	$409K	Hold	4,830	–	–	0.27%	53
2017 Q2	$408K	Sell	4,830 -107	-2%	-$9.04K	0.23%	49
2017 Q1	$413K	Sell	4,937 -940	-16%	-$78.3K	0.25%	46
2016 Q4	$488K	Buy	5,877 +1,581	+37%	+$134K	0.33%	44
2016 Q3	$377K	Buy	+4,296	New	+$377K	0.27%	43

Other funds holding BIV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

DDSF

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewFocus Financial Group's BIV Position: Q1 2018 in Review

NewFocus Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 4,830 shares — an estimated $405K sold.

NewFocus Financial Group first reported a position in BIV in Q3 2016 and held it in 6 quarters. The position peaked at $488K in Q4 2016. 400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

NewFocus Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
NewFocus Financial Group sold 4,830 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $405K.
NewFocus Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 6 quarters.
NewFocus Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $488K in Q4 2016.
400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on NewFocus Financial Group's 13F filing for Q1 2018, filed 25 Apr 2018.