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

Maxim 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
Q2 		$1.06M Hold
11,349
– – 0.95% 18
2020
Q1 		$1.01M Buy
+11,349
New +$1.01M 1.05% 16

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Maxim Capital Management's BIV Position: Q2 2020 in Review

Maxim Capital Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2020 at 11,349 shares worth $1.06M. The position accounts for 0.95% of the portfolio, ranked #18.

Maxim Capital Management first reported a position in BIV in Q1 2020 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold BIV as of Q2 2020.

  • Maxim Capital Management held 11,349 shares of Vanguard Intermediate-Term Bond ETF worth $1.06M as of Q2 2020.
  • Maxim Capital Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2020.
  • Vanguard Intermediate-Term Bond ETF made up 0.95% of Maxim Capital Management's portfolio in Q2 2020, its #18 holding.
  • Maxim Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 527 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.