Portfolio Strategies (Washington)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Portfolio Strategies (Washington)’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
2017 Q4	$4K	Buy	46 +4	+10%	+$337	0.01%	62
2017 Q3	$4K	Sell	42 -2,622	-98%	-$223K	0.01%	50
2017 Q2	$222K	Buy	2,664 +2,622	+6,243%	+$222K	0.31%	28
2017 Q1	$4K	Sell	42 -5,216	-99%	-$434K	0.01%	59
2016 Q4	$437K	Buy	+5,258	New	+$446K	0.5%	28
2014 Q4	–	Sell	-9,391	Closed	-$791K	–	25
2014 Q3	$791K	Buy	9,391 +301	+3%	+$25.4K	0.9%	26
2014 Q2	$769K	Sell	9,090 -9,156	-50%	-$770K	0.85%	29
2014 Q1	$1.52M	Buy	18,246 +1,256	+7%	+$104K	1.73%	15
2013 Q4	$1.39M	Buy	+16,990	New	+$1.42M	1.79%	19

Other funds holding BIV

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

BCMIO

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

DDSF

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Portfolio Strategies (Washington)'s BIV Position: Q4 2017 in Review

Portfolio Strategies (Washington) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.5% in Q4 2017, buying an estimated $337 and bringing the position to 46 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #62.

Portfolio Strategies (Washington) first reported a position in BIV in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.52M in Q1 2014. 406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

Portfolio Strategies (Washington) held 46 shares of Vanguard Intermediate-Term Bond ETF worth $4K as of Q4 2017.
Portfolio Strategies (Washington) bought 4 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $337.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #62 holding.
Portfolio Strategies (Washington) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 9 quarters since.
Portfolio Strategies (Washington)'s Vanguard Intermediate-Term Bond ETF position peaked at $1.52M in Q1 2014.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.