Stuart Chaussee & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stuart Chaussee & Associates’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	-32	Closed	-$3K	–	75
2019 Q4	$3K	Sell	32 -200	-86%	-$17.5K	﹤0.01%	103
2019 Q3	$20K	Hold	232	–	–	0.01%	62
2019 Q2	$20K	Sell	232 -120	-34%	-$10.1K	0.01%	65
2019 Q1	$30K	Sell	352 -59	-14%	-$4.86K	0.02%	56
2018 Q4	$33K	Hold	411	–	–	0.03%	39
2018 Q3	$33K	Hold	411	–	–	0.02%	54
2018 Q2	$33K	Buy	+411	New	+$33.2K	0.02%	55
2017 Q3	–	Sell	-477,341	Closed	-$40.4M	–	92
2017 Q2	$40.4M	Buy	477,341 +5,096	+1%	+$431K	30.03%	1
2017 Q1	$39.5M	Buy	+472,245	New	+$39.3M	38.84%	1

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stuart Chaussee & Associates's BIV Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 32 shares — an estimated $3K sold.

Stuart Chaussee & Associates first reported a position in BIV in Q1 2017 and held it in 9 quarters. The position peaked at $40.4M in Q2 2017. 496 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

Stuart Chaussee & Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 32 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $3K.
Stuart Chaussee & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 9 quarters.
Stuart Chaussee & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $40.4M in Q2 2017.
496 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.