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

Boaz Weinstein’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
2014
Q1 		– Sell
-34,169
Closed -$2.79M – 216
2013
Q4 		$2.79M Buy
+34,169
New +$2.85M 0.16% 107
2013
Q3 		– Sell
-16,787
Closed -$1.4M – 163
2013
Q2 		$1.4M Buy
+16,787
New +$1.46M 0.17% 67

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Boaz Weinstein's BIV Position: Q1 2014 in Review

Boaz Weinstein sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2014, closing a stake of 34,169 shares — an estimated $2.79M sold.

Boaz Weinstein first reported a position in BIV in Q2 2013 and held it in 2 quarters. The position peaked at $2.79M in Q4 2013. 158 funds tracked by Wall St. Rank hold BIV as of Q1 2014.

  • Boaz Weinstein reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Boaz Weinstein sold 34,169 Vanguard Intermediate-Term Bond ETF shares in Q1 2014, an estimated $2.79M.
  • Boaz Weinstein first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • Boaz Weinstein's Vanguard Intermediate-Term Bond ETF position peaked at $2.79M in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2014.

Based on Saba Capital Management's 13F filing for Q1 2014, filed 15 May 2014.