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Northstar Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Northstar Investment Advisors’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
-2,940
Closed -$240K – 111
2018
Q1 		$240K Sell
2,940
-158,311
-98% -$13M 0.05% 100
2017
Q4 		$13.5M Sell
161,251
-3,117
-2% -$263K 2.44% 7
2017
Q3 		$13.9M Buy
164,368
+4,476
+3% +$380K 2.72% 3
2017
Q2 		$13.5M Sell
159,892
-326
-0.2% -$27.5K 2.73% 3
2017
Q1 		$13.4M Buy
160,218
+3,418
+2% +$285K 2.7% 2
2016
Q4 		$13M Buy
156,800
+24,456
+18% +$2.08M 2.91% 1
2016
Q3 		$11.5M Sell
132,344
-3,971
-3% -$348K 2.63% 3
2016
Q2 		$12M Buy
136,315
+7,790
+6% +$674K 2.77% 3
2016
Q1 		$11.1M Buy
128,525
+19,284
+18% +$1.63M 2.7% 4
2015
Q4 		$9.07M Sell
109,241
-313
-0.3% -$26.3K 2.34% 8
2015
Q3 		$9.29M Sell
109,554
-979
-0.9% -$82.4K 2.54% 5
2015
Q2 		$9.27M Buy
110,533
+10,259
+10% +$872K 2.39% 6
2015
Q1 		$8.64M Buy
100,274
+2,899
+3% +$249K 2.2% 6
2014
Q4 		$8.25M Sell
97,375
-3,141
-3% -$267K 2.06% 7
2014
Q3 		$8.47M Sell
100,516
-3,413
-3% -$288K 2.2% 5
2014
Q2 		$8.8M Buy
103,929
+349
+0.3% +$29.3K 2.27% 4
2014
Q1 		$8.63M Sell
103,580
-2,644
-2% -$220K 2.3% 3
2013
Q4 		$8.68M Buy
106,224
+4,153
+4% +$347K 2.38% 3
2013
Q3 		$8.52M Sell
102,071
-2,950
-3% -$244K 2.55% 3
2013
Q2 		$8.77M Buy
+105,021
New +$9.12M 2.74% 3

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

Northstar Investment Advisors's BIV Position: Q2 2018 in Review

Northstar Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 2,940 shares — an estimated $240K sold.

Northstar Investment Advisors first reported a position in BIV in Q2 2013 and held it in 20 quarters. The position peaked at $13.9M in Q3 2017. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

  • Northstar Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Northstar Investment Advisors sold 2,940 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $240K.
  • Northstar Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 20 quarters.
  • Northstar Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $13.9M in Q3 2017.
  • 383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Northstar Investment Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.