MWAM
BIV icon

Mariner Wealth Advisors (Madison)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		– Sell
-1,320
Closed -$110K – 166
2013
Q2 		$110K Buy
+1,320
New +$115K 0.05% 62

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s BIV Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2013, closing a stake of 1,320 shares — an estimated $110K sold.

Mariner Wealth Advisors (Madison) first reported a position in BIV in Q2 2013 and held it in 1 quarter. The position peaked at $110K in Q2 2013. 150 funds tracked by Wall St. Rank hold BIV as of Q3 2013.

  • Mariner Wealth Advisors (Madison) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Mariner Wealth Advisors (Madison) sold 1,320 Vanguard Intermediate-Term Bond ETF shares in Q3 2013, an estimated $110K.
  • Mariner Wealth Advisors (Madison) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 1 quarter.
  • Mariner Wealth Advisors (Madison)'s Vanguard Intermediate-Term Bond ETF position peaked at $110K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.