Royal Fund Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-13	Closed	-$1K	–	187
2020 Q1	$1K	Buy	+13	New	+$1.15K	﹤0.01%	514
2019 Q1	–	Sell	-115	Closed	-$9K	–	591
2018 Q4	$9K	Buy	+115	New	+$9.21K	﹤0.01%	344
2018 Q3	–	Sell	-23	Closed	-$1K	–	524
2018 Q2	$1K	Sell	23 -43	-65%	-$3.47K	﹤0.01%	505
2018 Q1	$5K	Buy	+66	New	+$5.42K	﹤0.01%	391
2017 Q2	–	Sell	-30	Closed	-$2K	–	444
2017 Q1	$2K	Buy	+30	New	+$2.5K	﹤0.01%	357

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

DDSF

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

Royal Fund Management's BIV Position: Q2 2020 in Review

Royal Fund Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

Royal Fund Management first reported a position in BIV in Q1 2017 and held it in 5 quarters. The position peaked at $9K in Q4 2018. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

Royal Fund Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 13 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $1K.
Royal Fund Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 5 quarters.
Royal Fund Management's Vanguard Intermediate-Term Bond ETF position peaked at $9K in Q4 2018.
528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.