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

Corbenic Partners’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 		– Sell
-331
Closed -$28K – 167
2014
Q4 		$28K Buy
+331
New +$28.1K 0.02% 73

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

Corbenic Partners's BIV Position: Q1 2015 in Review

Corbenic Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2015, closing a stake of 331 shares — an estimated $28K sold.

Corbenic Partners first reported a position in BIV in Q4 2014 and held it in 1 quarter. The position peaked at $28K in Q4 2014. 218 funds tracked by Wall St. Rank hold BIV as of Q1 2015.

  • Corbenic Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Corbenic Partners sold 331 Vanguard Intermediate-Term Bond ETF shares in Q1 2015, an estimated $28K.
  • Corbenic Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 1 quarter.
  • Corbenic Partners's Vanguard Intermediate-Term Bond ETF position peaked at $28K in Q4 2014.
  • 218 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2015.

Based on Corbenic Partners's 13F filing for Q1 2015, filed 16 Apr 2015.