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Woodley Farra Manion Portfolio Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-20
Closed -$2K – 116
2020
Q2 		$2K Hold
20
– – ﹤0.01% 360
2020
Q1 		$2K Hold
20
– – ﹤0.01% 352
2019
Q4 		$2K Buy
+20
New +$1.75K ﹤0.01% 355

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's BIV Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2020, closing a stake of 20 shares — an estimated $2K sold.

Woodley Farra Manion Portfolio Management first reported a position in BIV in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 561 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 20 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $2K.
  • Woodley Farra Manion Portfolio Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Vanguard Intermediate-Term Bond ETF position peaked at $2K in Q2 2020.
  • 561 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.