Raab & Moskowitz Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Raab & Moskowitz Asset Management’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 Q1	–	Sell	-307	Closed	-$26K	–	172
2019 Q4	$26K	Buy	+307	New	+$26.9K	0.01%	314
2018 Q4	–	Sell	-1,952	Closed	-$157K	–	192
2018 Q3	$157K	Sell	1,952 -621	-24%	-$50.2K	0.07%	177
2018 Q2	$208K	Hold	2,573	–	–	0.1%	158
2018 Q1	$210K	Sell	2,573 -157	-6%	-$12.9K	0.1%	151
2017 Q4	$228K	Buy	2,730 +93	+4%	+$7.84K	0.11%	135
2017 Q3	$222K	Hold	2,637	–	–	0.11%	132
2017 Q2	$224K	Buy	+2,637	New	+$223K	0.11%	130

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raab & Moskowitz Asset Management's BIV Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 307 shares — an estimated $26K sold.

Raab & Moskowitz Asset Management first reported a position in BIV in Q2 2017 and held it in 7 quarters. The position peaked at $228K in Q4 2017. 496 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 307 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $26K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and held it in 7 quarters.
Raab & Moskowitz Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $228K in Q4 2017.
496 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.