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Atwood & Palmer’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Atwood & Palmer’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
2016
Q1 		– Sell
-118
Closed -$10K – 325
2015
Q4 		$10K Buy
+118
New +$9.93K ﹤0.01% 319

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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

Atwood & Palmer's BIV Position: Q1 2016 in Review

Atwood & Palmer sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2016, closing a stake of 118 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in BIV in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 276 funds tracked by Wall St. Rank hold BIV as of Q1 2016.

  • Atwood & Palmer reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 118 Vanguard Intermediate-Term Bond ETF shares in Q1 2016, an estimated $10K.
  • Atwood & Palmer first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 1 quarter.
  • Atwood & Palmer's Vanguard Intermediate-Term Bond ETF position peaked at $10K in Q4 2015.
  • 276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.