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Wagner Wealth Management (South Carolina)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q1 		– Sell
-3,847
Closed -$321K – 631
2017
Q4 		$321K Buy
+3,847
New +$324K 0.24% 84

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BIV Position: Q1 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 3,847 shares — an estimated $321K sold.

Wagner Wealth Management (South Carolina) first reported a position in BIV in Q4 2017 and held it in 1 quarter. The position peaked at $321K in Q4 2017. 400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 3,847 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $321K.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Vanguard Intermediate-Term Bond ETF position peaked at $321K in Q4 2017.
  • 400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2018, filed 10 May 2018.