Windsor Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Windsor Financial Group’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	$314K	Buy	3,712 +450	+14%	+$38K	0.15%	55
2017 Q1	$273K	Hold	3,262	–	–	0.13%	61
2016 Q4	$271K	Hold	3,262	–	–	0.13%	63
2016 Q3	$286K	Buy	3,262 +116	+4%	+$10.2K	0.13%	63
2016 Q2	$277K	Sell	3,146 -479	-13%	-$41.4K	0.13%	66
2016 Q1	$313K	Buy	3,625 +725	+25%	+$61.4K	0.14%	63
2015 Q4	$241K	Hold	2,900	–	–	0.12%	69
2015 Q3	$246K	Hold	2,900	–	–	0.12%	70
2015 Q2	$243K	Buy	+2,900	New	+$247K	0.1%	79

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DDSF

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

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

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

Windsor Financial Group's BIV Position: Q2 2017 in Review

Windsor Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2017, buying an estimated $38K and bringing the position to 3,712 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #55.

Windsor Financial Group first reported a position in BIV in Q2 2015 and has held it in 9 quarters since. 334 funds tracked by Wall St. Rank hold BIV as of Q2 2017.

Windsor Financial Group held 3,712 shares of Vanguard Intermediate-Term Bond ETF worth $314K as of Q2 2017.
Windsor Financial Group bought 450 Vanguard Intermediate-Term Bond ETF shares in Q2 2017, an estimated $38K.
Vanguard Intermediate-Term Bond ETF made up 0.15% of Windsor Financial Group's portfolio in Q2 2017, its #55 holding.
Windsor Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and has held it in 9 quarters since.
334 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.