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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return