Perkins Coie Trust Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Perkins Coie Trust Company’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	-385	Closed	-$32K	–	318
2019 Q1	$32K	Hold	385	–	–	0.01%	196
2018 Q4	$31K	Hold	385	–	–	0.02%	190
2018 Q3	$31K	Hold	385	–	–	0.01%	201
2018 Q2	$31K	Hold	385	–	–	0.02%	204
2018 Q1	$31K	Hold	385	–	–	0.02%	204
2017 Q4	$32K	Sell	385 -200	-34%	-$16.9K	0.02%	202
2017 Q3	$50K	Hold	585	–	–	0.03%	167
2017 Q2	$49K	Hold	585	–	–	0.03%	170
2017 Q1	$49K	Hold	585	–	–	0.03%	154
2016 Q4	$49K	Hold	585	–	–	0.03%	154
2016 Q3	$51K	Hold	585	–	–	0.03%	138
2016 Q2	$52K	Hold	585	–	–	0.03%	136
2016 Q1	$50K	Hold	585	–	–	0.03%	136
2015 Q4	$49K	Hold	585	–	–	0.04%	123
2015 Q3	$50K	Hold	585	–	–	0.04%	123
2015 Q2	$49K	Hold	585	–	–	0.04%	130
2015 Q1	$50K	Hold	585	–	–	0.04%	127
2014 Q4	$50K	Hold	585	–	–	0.04%	118
2014 Q3	$49K	Hold	585	–	–	0.04%	122
2014 Q2	$50K	Hold	585	–	–	0.05%	116
2014 Q1	$49K	Hold	585	–	–	0.05%	116
2013 Q4	$48K	Buy	+585	New	+$48.8K	0.05%	113

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BCMIO

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

Perkins Coie Trust Company's BIV Position: Q2 2019 in Review

Perkins Coie Trust Company sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 385 shares — an estimated $32K sold.

Perkins Coie Trust Company first reported a position in BIV in Q4 2013 and held it in 22 quarters. The position peaked at $52K in Q2 2016. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

Perkins Coie Trust Company reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Perkins Coie Trust Company sold 385 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $32K.
Perkins Coie Trust Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and held it in 22 quarters.
Perkins Coie Trust Company's Vanguard Intermediate-Term Bond ETF position peaked at $52K in Q2 2016.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Perkins Coie Trust Company's 13F filing for Q2 2019, filed 10 Jul 2019.