SVA Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SVA Wealth 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
2018 Q2	–	Sell	-2,463	Closed	-$209K	–	212
2018 Q1	$209K	Sell	2,463 -20	-0.8%	-$1.64K	0.03%	201
2017 Q4	$208K	Buy	2,483 +20	+0.8%	+$1.69K	0.02%	197
2017 Q3	$209K	Sell	2,463 -1,188	-33%	-$101K	0.03%	201
2017 Q2	$309K	Sell	3,651 -707	-16%	-$59.7K	0.04%	164
2017 Q1	$364K	Sell	4,358 -558	-11%	-$46.5K	0.05%	149
2016 Q4	$408K	Buy	4,916 +497	+11%	+$42.2K	0.06%	148
2016 Q3	$387K	Buy	4,419 +1,109	+34%	+$97.3K	0.06%	152
2016 Q2	$292K	Buy	+3,310	New	+$286K	0.05%	169
2016 Q1	–	Sell	-2,701	Closed	-$224K	–	203
2015 Q4	$224K	Hold	2,701	–	–	0.04%	200
2015 Q3	$229K	Buy	2,701 +100	+4%	+$8.41K	0.04%	189
2015 Q2	$218K	Hold	2,601	–	–	0.04%	196
2015 Q1	$224K	Buy	+2,601	New	+$223K	0.04%	197
2014 Q2	–	Sell	-2,856	Closed	-$238K	–	163
2014 Q1	$238K	Hold	2,856	–	–	0.11%	137
2013 Q4	$233K	Buy	+2,856	New	+$238K	0.14%	126

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

SVA Wealth Management's BIV Position: Q2 2018 in Review

SVA Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 2,463 shares — an estimated $209K sold.

SVA Wealth Management first reported a position in BIV in Q4 2013 and held it in 14 quarters. The position peaked at $408K in Q4 2016. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

SVA Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
SVA Wealth Management sold 2,463 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $209K.
SVA Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and held it in 14 quarters.
SVA Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $408K in Q4 2016.
383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.