San Francisco Sentry Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

San Francisco Sentry Investment Group’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
2018 Q2	–	Sell	-239	Closed	-$20K	–	757
2018 Q1	$20K	Sell	239 -238	-50%	-$19.5K	0.01%	577
2017 Q4	$40K	Hold	477	–	–	0.01%	472
2017 Q3	$40K	Hold	477	–	–	0.01%	466
2017 Q2	$40K	Buy	+477	New	+$40.3K	0.01%	376
2013 Q3	–	Sell	-36	Closed	-$3K	–	645
2013 Q2	$3K	Buy	+36	New	+$3.13K	﹤0.01%	584

Other funds holding BIV

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

DDSF

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

San Francisco Sentry Investment Group's BIV Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 239 shares — an estimated $20K sold.

San Francisco Sentry Investment Group first reported a position in BIV in Q2 2013 and held it in 5 quarters. The position peaked at $40K in Q4 2017. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 239 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $20K.
San Francisco Sentry Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 5 quarters.
San Francisco Sentry Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $40K in Q4 2017.
383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.