Rowland Carmichael Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rowland Carmichael 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
2017 Q2	–	Sell	-522	Closed	-$44K	–	291
2017 Q1	$44K	Hold	522	–	–	0.03%	253
2016 Q4	$43K	Hold	522	–	–	0.03%	264
2016 Q3	$46K	Hold	522	–	–	0.03%	253
2016 Q2	$46K	Buy	+522	New	+$45.1K	0.03%	258

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DDSF

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Rowland Carmichael Advisors's BIV Position: Q2 2017 in Review

Rowland Carmichael Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2017, closing a stake of 522 shares — an estimated $44K sold.

Rowland Carmichael Advisors first reported a position in BIV in Q2 2016 and held it in 4 quarters. The position peaked at $46K in Q3 2016. 334 funds tracked by Wall St. Rank hold BIV as of Q2 2017.

Rowland Carmichael Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 522 Vanguard Intermediate-Term Bond ETF shares in Q2 2017, an estimated $44K.
Rowland Carmichael Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 4 quarters.
Rowland Carmichael Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $46K in Q3 2016.
334 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2017, filed 10 Feb 2020.