Polaris Wealth Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Polaris Wealth Advisory Group’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	-393	Closed	-$32K	–	172
2018 Q3	$32K	Sell	393 -2,392	-86%	-$193K	﹤0.01%	283
2018 Q2	$228K	Hold	2,785	–	–	0.02%	97
2018 Q1	$228K	Buy	2,785 +84	+3%	+$6.89K	0.02%	129
2017 Q4	$226K	Sell	2,701 -10,334	-79%	-$871K	0.02%	133
2017 Q3	$1.1M	Buy	+13,035	New	+$1.11M	0.1%	88
2016 Q4	–	Sell	-326,079	Closed	-$28.6M	–	115
2016 Q3	$28.6M	Buy	326,079 +1,465	+0.5%	+$129K	3.42%	4
2016 Q2	$28.6M	Buy	324,614 +19,316	+6%	+$1.67M	4.44%	4
2016 Q1	$26.3M	Buy	+305,298	New	+$25.9M	4.12%	5

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

Polaris Wealth Advisory Group's BIV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 393 shares — an estimated $32K sold.

Polaris Wealth Advisory Group first reported a position in BIV in Q1 2016 and held it in 8 quarters. The position peaked at $28.6M in Q2 2016. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 393 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $32K.
Polaris Wealth Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 8 quarters.
Polaris Wealth Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $28.6M in Q2 2016.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.