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McNamara Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-8,407
Closed -$83K – 71
2014
Q4 		$83K Buy
+8,407
New +$715K 0.08% 80

Other funds holding BIV

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

McNamara Financial Services's BIV Position: Q1 2015 in Review

McNamara Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2015, closing a stake of 8,407 shares — an estimated $83K sold.

McNamara Financial Services first reported a position in BIV in Q4 2014 and held it in 1 quarter. The position peaked at $83K in Q4 2014. 218 funds tracked by Wall St. Rank hold BIV as of Q1 2015.

  • McNamara Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 8,407 Vanguard Intermediate-Term Bond ETF shares in Q1 2015, an estimated $83K.
  • McNamara Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $83K in Q4 2014.
  • 218 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.