Wealthspire Advisors (Maryland)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-258	Closed	-$22K	–	645
2019 Q1	$22K	Hold	258	–	–	﹤0.01%	1230
2018 Q4	$21K	Hold	258	–	–	﹤0.01%	1181
2018 Q3	$21K	Hold	258	–	–	﹤0.01%	1287
2018 Q2	$21K	Hold	258	–	–	﹤0.01%	1295
2018 Q1	$21K	Hold	258	–	–	﹤0.01%	1276
2017 Q4	$22K	Hold	258	–	–	﹤0.01%	1294
2017 Q3	$22K	Hold	258	–	–	﹤0.01%	1265
2017 Q2	$22K	Hold	258	–	–	﹤0.01%	1227
2017 Q1	$22K	Hold	258	–	–	﹤0.01%	1044
2016 Q4	$21K	Buy	+258	New	+$21.9K	﹤0.01%	1002

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DDSF

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BIV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2019, closing a stake of 258 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in BIV in Q4 2016 and held it in 10 quarters. The position peaked at $22K in Q1 2019. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 258 Vanguard Intermediate-Term Bond ETF shares in Q2 2019, an estimated $22K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Intermediate-Term Bond ETF position peaked at $22K in Q1 2019.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.