Schneider Downs Wealth Management Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Schneider Downs Wealth Management 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
2018 Q3	–	Sell	-3,580	Closed	-$290K	–	57
2018 Q2	$290K	Hold	3,580	–	–	0.19%	40
2018 Q1	$293K	Hold	3,580	–	–	0.17%	40
2017 Q4	$300K	Hold	3,580	–	–	0.17%	33
2017 Q3	$303K	Hold	3,580	–	–	0.2%	31
2017 Q2	$303K	Hold	3,580	–	–	0.2%	32
2017 Q1	$299K	Hold	3,580	–	–	0.2%	33
2016 Q4	$297K	Hold	3,580	–	–	0.2%	25
2016 Q3	$314K	Hold	3,580	–	–	0.2%	25
2016 Q2	$315K	Buy	3,580 +175	+5%	+$15.1K	0.21%	24
2016 Q1	$294K	Buy	+3,405	New	+$289K	0.2%	22

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's BIV Position: Q3 2018 in Review

Schneider Downs Wealth Management Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2018, closing a stake of 3,580 shares — an estimated $290K sold.

Schneider Downs Wealth Management Advisors first reported a position in BIV in Q1 2016 and held it in 10 quarters. The position peaked at $315K in Q2 2016. 380 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

Schneider Downs Wealth Management Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 3,580 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $290K.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 10 quarters.
Schneider Downs Wealth Management Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $315K in Q2 2016.
380 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.