Convergent Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Convergent Wealth Advisors’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 Q2	–	Sell	-2,357	Closed	-$203K	–	36
2015 Q1	$203K	Buy	+2,357	New	+$202K	0.03%	47

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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $55.2M AUM 10.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Convergent Wealth Advisors's BIV Position: Q2 2015 in Review

Convergent Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2015, closing a stake of 2,357 shares — an estimated $203K sold.

Convergent Wealth Advisors first reported a position in BIV in Q1 2015 and held it in 1 quarter. The position peaked at $203K in Q1 2015. 223 funds tracked by Wall St. Rank hold BIV as of Q2 2015.

Convergent Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
Convergent Wealth Advisors sold 2,357 Vanguard Intermediate-Term Bond ETF shares in Q2 2015, an estimated $203K.
Convergent Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 1 quarter.
Convergent Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $203K in Q1 2015.
223 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2015.

Based on Convergent Wealth Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.