Tortoise Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tortoise Investment 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 Q3	–	Sell	-463	Closed	-$37K	–	553
2018 Q2	$37K	Hold	463	–	–	0.01%	268
2018 Q1	$38K	Hold	463	–	–	0.01%	264
2017 Q4	$39K	Hold	463	–	–	0.01%	265
2017 Q3	$39K	Hold	463	–	–	0.01%	251
2017 Q2	$39K	Hold	463	–	–	0.01%	242
2017 Q1	$39K	Buy	+463	New	+$38.5K	0.01%	221

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

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 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

BCMIO

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

Tortoise Investment Management's BIV Position: Q3 2018 in Review

Tortoise Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2018, closing a stake of 463 shares — an estimated $37K sold.

Tortoise Investment Management first reported a position in BIV in Q1 2017 and held it in 6 quarters. The position peaked at $39K in Q4 2017. 379 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

Tortoise Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
Tortoise Investment Management sold 463 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $37K.
Tortoise Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and held it in 6 quarters.
Tortoise Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $39K in Q4 2017.
379 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Tortoise Investment Management's 13F filing for Q3 2018, filed 20 Nov 2018.