Winch Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Winch Advisory Services’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
2020 Q4	–	Sell	-534	Closed	-$50K	–	427
2020 Q3	$50K	Buy	+534	New	+$50K	0.02%	92
2016 Q4	–	Sell	-32	Closed	-$3K	–	268
2016 Q3	$3K	Buy	+32	New	+$2.81K	﹤0.01%	214
2015 Q2	–	Sell	-30	Closed	-$3K	–	287
2015 Q1	$3K	Buy	+30	New	+$2.58K	﹤0.01%	223

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Winch Advisory Services's BIV Position: Q4 2020 in Review

Winch Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 534 shares — an estimated $50K sold.

Winch Advisory Services first reported a position in BIV in Q1 2015 and held it in 3 quarters. The position peaked at $50K in Q3 2020. 649 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

Winch Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Winch Advisory Services sold 534 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $50K.
Winch Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 3 quarters.
Winch Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $50K in Q3 2020.
649 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.