TI-Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TI-Trust’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	$37K	Buy	+427	New	+$37.4K	0.04%	210

Other funds holding BIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DDSF

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

TI-Trust's BIV Position: Q4 2019 in Review

TI-Trust opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019: 427 shares worth $37K. The stake represents 0.04% of the portfolio and ranks #210 among its holdings.

478 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

TI-Trust held 427 shares of Vanguard Intermediate-Term Bond ETF worth $37K as of Q4 2019.
Vanguard Intermediate-Term Bond ETF was a new TI-Trust position in Q4 2019.
Vanguard Intermediate-Term Bond ETF made up 0.04% of TI-Trust's portfolio in Q4 2019, its #210 holding.
478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.