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

WealthShield’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	$226K	Buy	+2,707	New	+$228K	0.14%	122

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 22.96% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

WealthShield's BIV Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017: 2,707 shares worth $226K. The stake represents 0.14% of the portfolio and ranks #122 among its holdings.

406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

WealthShield held 2,707 shares of Vanguard Intermediate-Term Bond ETF worth $226K as of Q4 2017.
Vanguard Intermediate-Term Bond ETF was a new WealthShield position in Q4 2017.
Vanguard Intermediate-Term Bond ETF made up 0.14% of WealthShield's portfolio in Q4 2017, its #122 holding.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.