MCM
BIV icon

Maryland Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Maryland Capital 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
2020
Q4 		– Sell
-16,850
Closed -$1.57M – 221
2020
Q3 		$1.57M Sell
16,850
-1,539
-8% -$144K 0.13% 82
2020
Q2 		$1.71M Buy
+18,389
New +$1.68M 0.16% 74

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Maryland Capital Management's BIV Position: Q4 2020 in Review

Maryland Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2020, closing a stake of 16,850 shares — an estimated $1.57M sold.

Maryland Capital Management first reported a position in BIV in Q2 2020 and held it in 2 quarters. The position peaked at $1.71M in Q2 2020. 649 funds tracked by Wall St. Rank hold BIV as of Q4 2020.

  • Maryland Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Maryland Capital Management sold 16,850 Vanguard Intermediate-Term Bond ETF shares in Q4 2020, an estimated $1.57M.
  • Maryland Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 2 quarters.
  • Maryland Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.71M in Q2 2020.
  • 649 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2020.

Based on Maryland Capital Management's 13F filing for Q4 2020, filed 11 Feb 2021.