PagnatoKarp Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

PagnatoKarp Partners’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	-9,721	Closed	-$782K	–	172
2018 Q3	$782K	Sell	9,721 -478	-5%	-$38.6K	0.23%	62
2018 Q2	$826K	Buy	+10,199	New	+$824K	0.26%	56
2018 Q1	–	Sell	-12,525	Closed	-$1.05M	–	131
2017 Q4	$1.05M	Buy	12,525 +897	+8%	+$75.6K	0.3%	50
2017 Q3	$984K	Sell	11,628 -1,270	-10%	-$108K	0.25%	53
2017 Q2	$1.09M	Sell	12,898 -1,221	-9%	-$103K	0.33%	46
2017 Q1	$1.18M	Sell	14,119 -10,657	-43%	-$887K	0.34%	39
2016 Q4	$2.06M	Buy	+24,776	New	+$2.1M	0.62%	27

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 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 $445B AUM 25.58% 1-Year Est. Return

PagnatoKarp Partners's BIV Position: Q4 2018 in Review

PagnatoKarp Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 9,721 shares — an estimated $782K sold.

PagnatoKarp Partners first reported a position in BIV in Q4 2016 and held it in 7 quarters. The position peaked at $2.06M in Q4 2016. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

PagnatoKarp Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
PagnatoKarp Partners sold 9,721 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $782K.
PagnatoKarp Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 7 quarters.
PagnatoKarp Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.06M in Q4 2016.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on PagnatoKarp Partners's 13F filing for Q4 2018, filed 8 Feb 2019.