Quad-Cities Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-215	Closed	-$19K	–	208
2019 Q3	$19K	Hold	215	–	–	0.02%	492
2019 Q2	$19K	Hold	215	–	–	0.02%	502
2019 Q1	$18K	Hold	215	–	–	0.02%	505
2018 Q4	$17K	Hold	215	–	–	0.02%	509
2018 Q3	$17K	Hold	215	–	–	0.02%	541
2018 Q2	$17K	Buy	+215	New	+$17.4K	0.02%	552

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

Quad-Cities Investment Group's BIV Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 215 shares — an estimated $19K sold.

Quad-Cities Investment Group first reported a position in BIV in Q2 2018 and held it in 6 quarters. The position peaked at $19K in Q3 2019. 477 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

Quad-Cities Investment Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 215 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $19K.
Quad-Cities Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $19K in Q3 2019.
477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.