Symmetry Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Symmetry Partners’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 Q2	–	Sell	-4,027	Closed	-$360K	–	306
2020 Q1	$360K	Buy	4,027 +1,297	+48%	+$115K	0.08%	175
2019 Q4	$240K	Hold	2,730	–	–	0.05%	285
2019 Q3	$240K	Sell	2,730 -169	-6%	-$14.8K	0.05%	289
2019 Q2	$251K	Sell	2,899 -41	-1%	-$3.46K	0.05%	274
2019 Q1	$247K	Sell	2,940 -27	-0.9%	-$2.22K	0.04%	275
2018 Q4	$241K	Buy	2,967 +7	+0.2%	+$560	0.06%	214
2018 Q3	$238K	Buy	+2,960	New	+$239K	0.09%	43
2018 Q2	–	Sell	-3,680	Closed	-$301K	–	35
2018 Q1	$301K	Buy	+3,680	New	+$302K	0.13%	33

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Symmetry Partners's BIV Position: Q2 2020 in Review

Symmetry Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2020, closing a stake of 4,027 shares — an estimated $360K sold.

Symmetry Partners first reported a position in BIV in Q1 2018 and held it in 8 quarters. The position peaked at $360K in Q1 2020. 528 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

Symmetry Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
Symmetry Partners sold 4,027 Vanguard Intermediate-Term Bond ETF shares in Q2 2020, an estimated $360K.
Symmetry Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 8 quarters.
Symmetry Partners's Vanguard Intermediate-Term Bond ETF position peaked at $360K in Q1 2020.
528 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Symmetry Partners's 13F filing for Q2 2020, filed 20 Jul 2020.