OptiFour Integrated Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

OptiFour Integrated 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 Q4	–	Sell	-7,408	Closed	-$596K	–	48
2018 Q3	$596K	Sell	7,408 -362	-5%	-$29.3K	0.49%	22
2018 Q2	$629K	Buy	7,770 +48	+0.6%	+$3.88K	0.54%	21
2018 Q1	$631K	Buy	7,722 +590	+8%	+$48.4K	0.53%	24
2017 Q4	$598K	Buy	+7,132	New	+$601K	0.5%	29

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

OptiFour Integrated Wealth Management's BIV Position: Q4 2018 in Review

OptiFour Integrated Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 7,408 shares — an estimated $596K sold.

OptiFour Integrated Wealth Management first reported a position in BIV in Q4 2017 and held it in 4 quarters. The position peaked at $631K in Q1 2018. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

OptiFour Integrated Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
OptiFour Integrated Wealth Management sold 7,408 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $596K.
OptiFour Integrated Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 4 quarters.
OptiFour Integrated Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $631K in Q1 2018.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2018, filed 7 May 2019.