Waterloo Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Waterloo Capital’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
2020 Q1	$531K	Buy	+5,943	New	+$527K	0.38%	60

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waterloo Capital's BIV Position: Q1 2020 in Review

Waterloo Capital opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020: 5,943 shares worth $531K. The stake represents 0.38% of the portfolio and ranks #60 among its holdings.

497 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

Waterloo Capital held 5,943 shares of Vanguard Intermediate-Term Bond ETF worth $531K as of Q1 2020.
Vanguard Intermediate-Term Bond ETF was a new Waterloo Capital position in Q1 2020.
Vanguard Intermediate-Term Bond ETF made up 0.38% of Waterloo Capital's portfolio in Q1 2020, its #60 holding.
497 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.