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Stratos Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stratos Investment Management’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
Q1 		– Sell
-3,225
Closed -$281K – 99
2019
Q4 		$281K Sell
3,225
-74,406
-96% -$6.52M 0.13% 95
2019
Q3 		$6.83M Buy
+77,631
New +$6.78M 3.87% 7

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Investment Management's BIV Position: Q1 2020 in Review

Stratos Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 3,225 shares — an estimated $281K sold.

Stratos Investment Management first reported a position in BIV in Q3 2019 and held it in 2 quarters. The position peaked at $6.83M in Q3 2019. 498 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

  • Stratos Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Stratos Investment Management sold 3,225 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $281K.
  • Stratos Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 2 quarters.
  • Stratos Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $6.83M in Q3 2019.
  • 498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Stratos Investment Management's 13F filing for Q1 2020, filed 4 May 2020.