Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWAM
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
Shares
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AUIM
Aegon USA Investment Management
Cedar Rapids, Iowa
$128M AUM
7.56%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MAA
Managed Account Advisors
Jersey City, New Jersey
$121B AUM
7.32%
1-Year Est. Return
U
UBS
Zurich, Switzerland
$109B AUM
16.36%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
WF
Welch & Forbes
Boston, Massachusetts
$7.73B AUM
14.94%
1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown
Newtown, Pennsylvania
$464M AUM
17.66%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close