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TCG Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TCG Advisors’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
2019
Q4 		– Sell
-4,468
Closed -$393K – 131
2019
Q3 		$393K Buy
4,468
+2,519
+129% +$220K 0.28% 88
2019
Q2 		$169K Buy
1,949
+1,306
+203% +$110K 0.16% 94
2019
Q1 		$54K Buy
+643
New +$52.9K 0.05% 142

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

TCG Advisors's BIV Position: Q4 2019 in Review

TCG Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 4,468 shares — an estimated $393K sold.

TCG Advisors first reported a position in BIV in Q1 2019 and held it in 3 quarters. The position peaked at $393K in Q3 2019. 478 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

  • TCG Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
  • TCG Advisors sold 4,468 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $393K.
  • TCG Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and held it in 3 quarters.
  • TCG Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $393K in Q3 2019.
  • 478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on TCG Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.