Oak Point Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Oak Point Wealth 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
2018 Q1	$277K	Buy	+3,401	New	+$279K	0.28%	93

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 $424B AUM 22.94% 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

Oak Point Wealth Management's BIV Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018: 3,401 shares worth $277K. The stake represents 0.28% of the portfolio and ranks #93 among its holdings.

400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

Oak Point Wealth Management held 3,401 shares of Vanguard Intermediate-Term Bond ETF worth $277K as of Q1 2018.
Vanguard Intermediate-Term Bond ETF was a new Oak Point Wealth Management position in Q1 2018.
Vanguard Intermediate-Term Bond ETF made up 0.28% of Oak Point Wealth Management's portfolio in Q1 2018, its #93 holding.
400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.