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Roble Belko & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Roble Belko & Company’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
-341
Closed -$30K – 322
2019
Q4 		$30K Hold
341
– – 0.01% 178
2019
Q3 		$30K Hold
341
– – 0.01% 171
2019
Q2 		$29K Buy
+341
New +$28.8K 0.01% 175

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Roble Belko & Company's BIV Position: Q1 2020 in Review

Roble Belko & Company sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 341 shares — an estimated $30K sold.

Roble Belko & Company first reported a position in BIV in Q2 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 497 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

  • Roble Belko & Company reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Roble Belko & Company sold 341 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $30K.
  • Roble Belko & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 3 quarters.
  • Roble Belko & Company's Vanguard Intermediate-Term Bond ETF position peaked at $30K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Roble Belko & Company's 13F filing for Q1 2020, filed 5 May 2020.