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Baird’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Baird’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
2015
Q1 		$896K Buy
10,396
+3,163
+44% +$271K 0.01% 776
2014
Q4 		$612K Buy
7,233
+614
+9% +$52.2K 0.01% 880
2014
Q3 		$558K Buy
6,619
+112
+2% +$9.47K 0.01% 801
2014
Q2 		$551K Buy
6,507
+244
+4% +$20.5K 0.01% 819
2014
Q1 		$522K Sell
6,263
-148
-2% -$12.3K 0.01% 846
2013
Q4 		$524K Buy
6,411
+1,773
+38% +$148K 0.01% 824
2013
Q3 		$387K Buy
+4,638
New +$384K 0.01% 879

Other funds holding BIV

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Baird's BIV Position: Q1 2015 in Review

Baird increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 44% in Q1 2015, buying an estimated $271K and bringing the position to 10,396 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #776.

Baird first reported a position in BIV in Q3 2013 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold BIV as of Q1 2015.

  • Baird held 10,396 shares of Vanguard Intermediate-Term Bond ETF worth $896K as of Q1 2015.
  • Baird bought 3,163 Vanguard Intermediate-Term Bond ETF shares in Q1 2015, an estimated $271K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Baird's portfolio in Q1 2015, its #776 holding.
  • Baird first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2013 and has held it in 7 quarters since.
  • 218 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.