FPCM
BIV icon

Financial Partners Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Partners Capital Management’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
2016
Q1 		– Sell
-2,800
Closed -$233K – 106
2015
Q4 		$233K Buy
+2,800
New +$236K 0.06% 109

Other funds holding BIV

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Financial Partners Capital Management's BIV Position: Q1 2016 in Review

Financial Partners Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2016, closing a stake of 2,800 shares — an estimated $233K sold.

Financial Partners Capital Management first reported a position in BIV in Q4 2015 and held it in 1 quarter. The position peaked at $233K in Q4 2015. 276 funds tracked by Wall St. Rank hold BIV as of Q1 2016.

  • Financial Partners Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Financial Partners Capital Management sold 2,800 Vanguard Intermediate-Term Bond ETF shares in Q1 2016, an estimated $233K.
  • Financial Partners Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 1 quarter.
  • Financial Partners Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $233K in Q4 2015.
  • 276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2016.

Based on Financial Partners Capital Management's 13F filing for Q1 2016, filed 2 May 2016.