Squar Milner Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Squar Milner Financial 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
2020 Q3	–	Sell	-2,433	Closed	-$227K	–	28
2020 Q2	$227K	Buy	2,433 +2,409	+10,038%	+$220K	0.13%	185
2020 Q1	$2K	Hold	24	–	–	﹤0.01%	659
2019 Q4	$2K	Sell	24 -2,385	-99%	-$209K	﹤0.01%	727
2019 Q3	$225K	Buy	2,409 +2,385	+9,938%	+$208K	0.11%	194
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	719
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	764
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	681
2018 Q3	$2K	Sell	24 -2,297	-99%	-$186K	﹤0.01%	716
2018 Q2	$188K	Sell	2,321 -140	-6%	-$11.3K	0.17%	168
2018 Q1	$201K	Hold	2,461	–	–	0.25%	154
2017 Q4	$204K	Buy	+2,461	New	+$207K	0.25%	153

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squar Milner Financial Services's BIV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 2,433 shares — an estimated $227K sold.

Squar Milner Financial Services first reported a position in BIV in Q4 2017 and held it in 11 quarters. The position peaked at $227K in Q2 2020. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

Squar Milner Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,433 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $227K.
Squar Milner Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $227K in Q2 2020.
561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.