Boston Private Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Boston Private Bank & Trust’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	$31K	Hold	361	–	–	﹤0.01%	650
2014 Q4	$31K	Hold	361	–	–	﹤0.01%	660
2014 Q3	$30K	Hold	361	–	–	﹤0.01%	690
2014 Q2	$31K	Hold	361	–	–	﹤0.01%	658
2014 Q1	$30K	Sell	361 -1,900	-84%	-$158K	﹤0.01%	679
2013 Q4	$185K	Buy	2,261 +550	+32%	+$45.9K	0.01%	401
2013 Q3	$143K	Hold	1,711	–	–	0.01%	419
2013 Q2	$143K	Buy	+1,711	New	+$149K	0.01%	410

Other funds holding BIV

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Boston Private Bank & Trust's BIV Position: Q1 2015 in Review

Boston Private Bank & Trust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2015 at 361 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Boston Private Bank & Trust first reported a position in BIV in Q2 2013 and has held it in 8 quarters since. The position peaked at $185K in Q4 2013. 218 funds tracked by Wall St. Rank hold BIV as of Q1 2015.

Boston Private Bank & Trust held 361 shares of Vanguard Intermediate-Term Bond ETF worth $31K as of Q1 2015.
Boston Private Bank & Trust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2015.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #650 holding.
Boston Private Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $185K in Q4 2013.
218 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.