Mariner Independent Advisor Network’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mariner Independent Advisor Network’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
2019 Q4	–	Sell	-14,239	Closed	-$1.25M	–	372
2019 Q3	$1.25M	Buy	14,239 +2,216	+18%	+$194K	0.1%	227
2019 Q2	$1.04M	Buy	+12,023	New	+$1.02M	0.08%	230
2015 Q4	–	Sell	-26,342	Closed	-$2.23M	–	78
2015 Q3	$2.23M	Buy	+26,342	New	+$2.22M	0.86%	33

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Mariner Independent Advisor Network's BIV Position: Q4 2019 in Review

Mariner Independent Advisor Network sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2019, closing a stake of 14,239 shares — an estimated $1.25M sold.

Mariner Independent Advisor Network first reported a position in BIV in Q3 2015 and held it in 3 quarters. The position peaked at $2.23M in Q3 2015. 477 funds tracked by Wall St. Rank hold BIV as of Q4 2019.

Mariner Independent Advisor Network reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 14,239 Vanguard Intermediate-Term Bond ETF shares in Q4 2019, an estimated $1.25M.
Mariner Independent Advisor Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and held it in 3 quarters.
Mariner Independent Advisor Network's Vanguard Intermediate-Term Bond ETF position peaked at $2.23M in Q3 2015.
477 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2019, filed 10 Feb 2020.