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Ropes Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ropes Wealth 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
2019
Q3 		– Sell
-165
Closed -$14K – 550
2019
Q2 		$14K Buy
+165
New +$13.9K ﹤0.01% 458
2018
Q3 		– Sell
-135
Closed -$11K – 534
2018
Q2 		$11K Buy
+135
New +$10.9K ﹤0.01% 465

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ropes Wealth Advisors's BIV Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2019, closing a stake of 165 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in BIV in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 406 funds tracked by Wall St. Rank hold BIV as of Q3 2019.

  • Ropes Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 165 Vanguard Intermediate-Term Bond ETF shares in Q3 2019, an estimated $14K.
  • Ropes Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and held it in 2 quarters.
  • Ropes Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $14K in Q2 2019.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.