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Ronald Blue & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ronald Blue & Co’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
2017
Q1 		– Sell
-4,459
Closed -$370K – 249
2016
Q4 		$370K Buy
+4,459
New +$379K 0.01% 131

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ronald Blue & Co's BIV Position: Q1 2017 in Review

Ronald Blue & Co sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2017, closing a stake of 4,459 shares — an estimated $370K sold.

Ronald Blue & Co first reported a position in BIV in Q4 2016 and held it in 1 quarter. The position peaked at $370K in Q4 2016. 332 funds tracked by Wall St. Rank hold BIV as of Q1 2017.

  • Ronald Blue & Co reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Ronald Blue & Co sold 4,459 Vanguard Intermediate-Term Bond ETF shares in Q1 2017, an estimated $370K.
  • Ronald Blue & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 1 quarter.
  • Ronald Blue & Co's Vanguard Intermediate-Term Bond ETF position peaked at $370K in Q4 2016.
  • 332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2017.

Based on Ronald Blue & Co's 13F filing for Q1 2017, filed 10 May 2017.