United Asset Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

United Asset Strategies’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
2017 Q4	–	Sell	-9,521	Closed	-$806K	–	193
2017 Q3	$806K	Buy	9,521 +2,196	+30%	+$186K	0.46%	55
2017 Q2	$619K	Buy	+7,325	New	+$619K	0.18%	98
2017 Q1	–	Sell	-6,251	Closed	-$519K	–	148
2016 Q4	$519K	Buy	6,251 +1,023	+20%	+$86.9K	0.17%	101
2016 Q3	$458K	Buy	5,228 +1,831	+54%	+$161K	0.16%	98
2016 Q2	$299K	Buy	+3,397	New	+$294K	0.11%	109

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 22.9% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

DDSF

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

United Asset Strategies's BIV Position: Q4 2017 in Review

United Asset Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017, closing a stake of 9,521 shares — an estimated $806K sold.

United Asset Strategies first reported a position in BIV in Q2 2016 and held it in 5 quarters. The position peaked at $806K in Q3 2017. 406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

United Asset Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
United Asset Strategies sold 9,521 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $806K.
United Asset Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 5 quarters.
United Asset Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $806K in Q3 2017.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on United Asset Strategies's 13F filing for Q4 2017, filed 9 Feb 2018.