RegentAtlantic Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RegentAtlantic Capital’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
2018 Q4	–	Sell	-3,723	Closed	-$300K	–	405
2018 Q3	$300K	Buy	+3,723	New	+$301K	0.02%	356
2018 Q1	–	Sell	-4,892	Closed	-$410K	–	413
2017 Q4	$410K	Buy	4,892 +359	+8%	+$30.3K	0.03%	306
2017 Q3	$384K	Sell	4,533 -61	-1%	-$5.18K	0.03%	307
2017 Q2	$388K	Buy	4,594 +52	+1%	+$4.39K	0.04%	298
2017 Q1	$380K	Buy	+4,542	New	+$378K	0.04%	302

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

RegentAtlantic Capital's BIV Position: Q4 2018 in Review

RegentAtlantic Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 3,723 shares — an estimated $300K sold.

RegentAtlantic Capital first reported a position in BIV in Q1 2017 and held it in 5 quarters. The position peaked at $410K in Q4 2017. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

RegentAtlantic Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
RegentAtlantic Capital sold 3,723 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $300K.
RegentAtlantic Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 5 quarters.
RegentAtlantic Capital's Vanguard Intermediate-Term Bond ETF position peaked at $410K in Q4 2017.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on RegentAtlantic Capital's 13F filing for Q4 2018, filed 30 Jan 2019.