Regal Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Regal Investment Advisors’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
2021 Q1	–	Sell	-3,964	Closed	-$368K	–	62
2020 Q4	$368K	Buy	+3,964	New	+$369K	0.04%	326
2020 Q3	–	Sell	-3,519	Closed	-$328K	–	36
2020 Q2	$328K	Buy	+3,519	New	+$322K	0.06%	230
2015 Q4	–	Sell	-1,107	Closed	-$93K	–	331
2015 Q3	$93K	Buy	1,107 +850	+331%	+$71.5K	0.02%	349
2015 Q2	$21K	Buy	257 +50	+24%	+$4.25K	0.01%	546
2015 Q1	$18K	Buy	+207	New	+$17.8K	﹤0.01%	581

Other funds holding BIV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Regal Investment Advisors's BIV Position: Q1 2021 in Review

Regal Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 3,964 shares — an estimated $368K sold.

Regal Investment Advisors first reported a position in BIV in Q1 2015 and held it in 5 quarters. The position peaked at $368K in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

Regal Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 3,964 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $368K.
Regal Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 5 quarters.
Regal Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $368K in Q4 2020.
626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.