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AFT Forsyth & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$116K Buy
1,395
+75
+6% +$6.22K 0.15% 132
2013
Q2 		$110K Buy
+1,320
New +$115K 0.16% 123

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFT Forsyth & Company's BIV Position: Q3 2013 in Review

AFT Forsyth & Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q3 2013, buying an estimated $6.22K and bringing the position to 1,395 shares worth $116K. The position accounts for 0.15% of the portfolio, ranked #132.

AFT Forsyth & Company first reported a position in BIV in Q2 2013 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold BIV as of Q3 2013.

  • AFT Forsyth & Company held 1,395 shares of Vanguard Intermediate-Term Bond ETF worth $116K as of Q3 2013.
  • AFT Forsyth & Company bought 75 Vanguard Intermediate-Term Bond ETF shares in Q3 2013, an estimated $6.22K.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of AFT Forsyth & Company's portfolio in Q3 2013, its #132 holding.
  • AFT Forsyth & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.