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Marino Stram & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Marino Stram & Associates’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
2021
Q1 		– Sell
-2,664
Closed -$247K – 134
2020
Q4 		$247K Buy
2,664
+31
+1% +$2.89K 0.11% 110
2020
Q3 		$246K Buy
2,633
+41
+2% +$3.84K 0.13% 97
2020
Q2 		$242K Buy
+2,592
New +$237K 0.14% 95

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Marino Stram & Associates's BIV Position: Q1 2021 in Review

Marino Stram & Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 2,664 shares — an estimated $247K sold.

Marino Stram & Associates first reported a position in BIV in Q2 2020 and held it in 3 quarters. The position peaked at $247K in Q4 2020. 627 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • Marino Stram & Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 2,664 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $247K.
  • Marino Stram & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 3 quarters.
  • Marino Stram & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $247K in Q4 2020.
  • 627 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Marino Stram & Associates's 13F filing for Q1 2021, filed 26 Apr 2021.