Private Ocean’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Private Ocean’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
2020 Q4	–	Sell	-383	Closed	-$36K	–	505
2020 Q3	$36K	Hold	383	–	–	0.01%	251
2020 Q2	$35K	Hold	383	–	–	0.01%	239
2020 Q1	$34K	Sell	383 -1	-0.3%	-$89	0.01%	254
2019 Q4	$34K	Hold	384	–	–	0.01%	290
2019 Q3	$34K	Sell	384 -455	-54%	-$39.8K	0.01%	273
2019 Q2	$72K	Sell	839 -4,086	-83%	-$345K	0.02%	170
2019 Q1	$413K	Sell	4,925 -24,250	-83%	-$2M	0.11%	60
2018 Q4	$2.37M	Buy	+29,175	New	+$2.34M	0.67%	29

Other funds holding BIV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Private Ocean's BIV Position: Q4 2020 in Review

Private Ocean sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 383 shares — an estimated $36K sold.

Private Ocean first reported a position in BIV in Q4 2018 and held it in 8 quarters. The position peaked at $2.37M in Q4 2018. 648 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

Private Ocean reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Private Ocean sold 383 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $36K.
Private Ocean first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 8 quarters.
Private Ocean's Vanguard Intermediate-Term Bond ETF position peaked at $2.37M in Q4 2018.
648 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Private Ocean's 13F filing for Q4 2020, filed 29 Jan 2021.