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Willingdon Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Willingdon Wealth 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
2017
Q4 		– Sell
-117
Closed -$10K – 349
2017
Q3 		$10K Buy
+117
New +$9.94K ﹤0.01% 218

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Willingdon Wealth Management's BIV Position: Q4 2017 in Review

Willingdon Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017, closing a stake of 117 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in BIV in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

  • Willingdon Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 117 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $10K.
  • Willingdon Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $10K in Q3 2017.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.