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Marietta Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Marietta Wealth 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
2017
Q1 		– Sell
-6,853
Closed -$569K – 113
2016
Q4 		$569K Buy
+6,853
New +$582K 0.46% 76

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marietta Wealth Management's BIV Position: Q1 2017 in Review

Marietta Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2017, closing a stake of 6,853 shares — an estimated $569K sold.

Marietta Wealth Management first reported a position in BIV in Q4 2016 and held it in 1 quarter. The position peaked at $569K in Q4 2016. 332 funds tracked by Wall St. Rank hold BIV as of Q1 2017.

  • Marietta Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 6,853 Vanguard Intermediate-Term Bond ETF shares in Q1 2017, an estimated $569K.
  • Marietta Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 1 quarter.
  • Marietta Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $569K in Q4 2016.
  • 332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2017.

Based on Marietta Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.