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

WFG Advisors’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 Q2	$54K	Sell	644 -11,809	-95%	-$998K	0.01%	680
2017 Q1	$1.04M	Buy	12,453 +12,254	+6,158%	+$1.02M	0.28%	83
2016 Q4	$17K	Hold	199	–	–	﹤0.01%	970
2016 Q3	$17K	Hold	199	–	–	﹤0.01%	978
2016 Q2	$18K	Hold	199	–	–	﹤0.01%	936
2016 Q1	$17K	Sell	199 -427	-68%	-$36.2K	﹤0.01%	917
2015 Q4	$52K	Sell	626 -62	-9%	-$5.22K	0.02%	647
2015 Q3	$58K	Buy	688 +4	+0.6%	+$337	0.02%	597
2015 Q2	$57K	Buy	684 +198	+41%	+$16.8K	0.02%	685
2015 Q1	$42K	Sell	486 -503	-51%	-$43.2K	0.01%	767
2014 Q4	$84K	Buy	989 +81	+9%	+$6.89K	0.02%	689
2014 Q3	$76K	Buy	908 +6	+0.7%	+$507	0.01%	762
2014 Q2	$76K	Sell	902 -99	-10%	-$8.32K	0.01%	754
2014 Q1	$83K	Sell	1,001 -381	-28%	-$31.7K	0.02%	712
2013 Q4	$113K	Sell	1,382 -6	-0.4%	-$501	0.02%	699
2013 Q3	$116K	Buy	1,388 +938	+208%	+$77.7K	0.02%	659
2013 Q2	$38K	Buy	+450	New	+$39.1K	0.01%	990

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DDSF

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

WFG Advisors's BIV Position: Q2 2017 in Review

WFG Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 95% in Q2 2017, selling an estimated $998K and leaving 644 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #680.

WFG Advisors first reported a position in BIV in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.04M in Q1 2017. 334 funds tracked by Wall St. Rank hold BIV as of Q2 2017.

WFG Advisors held 644 shares of Vanguard Intermediate-Term Bond ETF worth $54K as of Q2 2017.
WFG Advisors sold 11,809 Vanguard Intermediate-Term Bond ETF shares in Q2 2017, an estimated $998K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #680 holding.
WFG Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.04M in Q1 2017.
334 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.