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Shine Investment Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Shine Investment Advisory Services’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
2017
Q3 		– Sell
-113
Closed -$10K – 662
2017
Q2 		$10K Buy
+113
New +$9.55K 0.01% 507

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Shine Investment Advisory Services's BIV Position: Q3 2017 in Review

Shine Investment Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2017, closing a stake of 113 shares — an estimated $10K sold.

Shine Investment Advisory Services first reported a position in BIV in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 346 funds tracked by Wall St. Rank hold BIV as of Q3 2017.

  • Shine Investment Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 113 Vanguard Intermediate-Term Bond ETF shares in Q3 2017, an estimated $10K.
  • Shine Investment Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and held it in 1 quarter.
  • Shine Investment Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $10K in Q2 2017.
  • 346 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2017.

Based on Shine Investment Advisory Services's 13F filing for Q3 2017, filed 1 Nov 2017.