Northwest Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Northwest Capital 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
2019 Q2	–	Sell	-2,944	Closed	-$247K	–	60
2019 Q1	$247K	Hold	2,944	–	–	0.3%	53
2018 Q4	$239K	Hold	2,944	–	–	0.34%	57
2018 Q3	$237K	Buy	+2,944	New	+$238K	0.25%	65

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 $374B AUM 17.66% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northwest Capital Management's BIV Position: Q2 2019 in Review

Northwest Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 2,944 shares — an estimated $247K sold.

Northwest Capital Management first reported a position in BIV in Q3 2018 and held it in 3 quarters. The position peaked at $247K in Q1 2019. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

Northwest Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Northwest Capital Management sold 2,944 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $247K.
Northwest Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and held it in 3 quarters.
Northwest Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $247K in Q1 2019.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Northwest Capital Management's 13F filing for Q2 2019, filed 1 Aug 2019.