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

WealthOne’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
Q1 		– Sell
-700
Closed -$57K – 117
2018
Q4 		$57K Buy
+700
New +$56K 0.05% 167

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

WealthOne's BIV Position: Q1 2019 in Review

WealthOne sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019, closing a stake of 700 shares — an estimated $57K sold.

WealthOne first reported a position in BIV in Q4 2018 and held it in 1 quarter. The position peaked at $57K in Q4 2018. 397 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

  • WealthOne reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 700 Vanguard Intermediate-Term Bond ETF shares in Q1 2019, an estimated $57K.
  • WealthOne first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Vanguard Intermediate-Term Bond ETF position peaked at $57K in Q4 2018.
  • 397 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.