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	0.03%	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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Jones Financial Companies

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

Manulife (Manufacturers Life Insurance)

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return