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

Whitener Capital Management’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 Q4	–	Sell	-173	Closed	-$15K	–	169
2019 Q3	$15K	Hold	173	–	–	0.01%	319
2019 Q2	$14K	Hold	173	–	–	0.01%	309
2019 Q1	$14K	Hold	173	–	–	0.01%	306
2018 Q4	$14K	Hold	173	–	–	0.01%	285
2018 Q3	$13K	Buy	+173	New	+$14K	0.01%	309
2018 Q2	–	Sell	-449	Closed	-$36K	–	149
2018 Q1	$36K	Buy	+449	New	+$36.8K	0.03%	229

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Whitener Capital Management's BIV Position: Q4 2019 in Review

Whitener Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 173 shares — an estimated $15K sold.

Whitener Capital Management first reported a position in BIV in Q1 2018 and held it in 6 quarters. The position peaked at $36K in Q1 2018. 477 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

Whitener Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 173 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $15K.
Whitener Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 6 quarters.
Whitener Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $36K in Q1 2018.
477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.