Sheaff Brock Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sheaff Brock Investment 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 Q2	–	Sell	-2,435	Closed	-$204K	–	497
2019 Q1	$204K	Buy	+2,435	New	+$200K	0.02%	425
2018 Q1	–	Sell	-2,435	Closed	-$204K	–	559
2017 Q4	$204K	Sell	2,435 -818	-25%	-$68.9K	0.03%	448
2017 Q3	$275K	Buy	3,253 +57	+2%	+$4.84K	0.04%	384
2017 Q2	$270K	Buy	3,196 +761	+31%	+$64.3K	0.04%	410
2017 Q1	$204K	Sell	2,435 -116	-5%	-$9.66K	0.03%	504
2016 Q4	$212K	Sell	2,551 -439	-15%	-$37.3K	0.03%	498
2016 Q3	$262K	Sell	2,990 -140	-4%	-$12.3K	0.04%	395
2016 Q2	$276K	Buy	+3,130	New	+$271K	0.04%	392

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

BCMIO

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

Sheaff Brock Investment Advisors's BIV Position: Q2 2019 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 2,435 shares — an estimated $204K sold.

Sheaff Brock Investment Advisors first reported a position in BIV in Q2 2016 and held it in 8 quarters. The position peaked at $276K in Q2 2016. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

Sheaff Brock Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,435 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $204K.
Sheaff Brock Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 8 quarters.
Sheaff Brock Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $276K in Q2 2016.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.