PHH Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

PHH Investments’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 Q4	$3.69M	Buy	42,322 +2,710	+7%	+$237K	0.98%	15
2019 Q3	$3.49M	Buy	39,612 +967	+3%	+$84.5K	0.97%	15
2019 Q2	$3.34M	Buy	38,645 +997	+3%	+$84.2K	0.95%	16
2019 Q1	$3.16M	Sell	37,648 -3,868	-9%	-$318K	0.92%	17
2018 Q4	$3.38M	Buy	41,516 +34,340	+479%	+$2.75M	1.09%	15
2018 Q3	$578K	Buy	7,176 +260	+4%	+$21K	0.17%	66
2018 Q2	$560K	Sell	6,916 -665	-9%	-$53.7K	0.17%	63
2018 Q1	$620K	Sell	7,581 -363	-5%	-$29.8K	0.19%	64
2017 Q4	$666K	Buy	7,944 +400	+5%	+$33.7K	0.2%	62
2017 Q3	$639K	Buy	+7,544	New	+$641K	0.21%	61

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PHH Investments's BIV Position: Q4 2019 in Review

PHH Investments increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.8% in Q4 2019, buying an estimated $237K and bringing the position to 42,322 shares worth $3.69M. The position accounts for 0.98% of the portfolio, ranked #15.

PHH Investments first reported a position in BIV in Q3 2017 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

PHH Investments held 42,322 shares of Vanguard Intermediate-Term Bond ETF worth $3.69M as of Q4 2019.
PHH Investments bought 2,710 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $237K.
Vanguard Intermediate-Term Bond ETF made up 0.98% of PHH Investments's portfolio in Q4 2019, its #15 holding.
PHH Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.