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

Mainstay 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
2018
Q3 		– Sell
-105
Closed -$9K – 433
2018
Q2 		$9K Buy
+105
New +$8.48K 0.01% 328

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Envestnet Asset Management
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Mainstay Capital Management's BIV Position: Q3 2018 in Review

Mainstay Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2018, closing a stake of 105 shares — an estimated $9K sold.

Mainstay Capital Management first reported a position in BIV in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 379 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

  • Mainstay Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 105 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $9K.
  • Mainstay Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and held it in 1 quarter.
  • Mainstay Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $9K in Q2 2018.
  • 379 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Mainstay Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.