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MRA Associates USA’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MRA Associates USA’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
2019
Q3 		$45K Sell
511
-128
-20% -$11.2K 0.18% 73
2019
Q2 		$55.3K Buy
+639
New +$54K 0.22% 57

Other funds holding BIV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

MRA Associates USA's BIV Position: Q3 2019 in Review

MRA Associates USA reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q3 2019, selling an estimated $11.2K and leaving 511 shares worth $45K. The position accounts for 0.18% of the portfolio, ranked #73.

MRA Associates USA first reported a position in BIV in Q2 2019 and has held it in 2 quarters since. The position peaked at $55.3K in Q2 2019. 407 funds tracked by Wall St. Rank hold BIV as of Q3 2019.

  • MRA Associates USA held 511 shares of Vanguard Intermediate-Term Bond ETF worth $45K as of Q3 2019.
  • MRA Associates USA sold 128 Vanguard Intermediate-Term Bond ETF shares in Q3 2019, an estimated $11.2K.
  • Vanguard Intermediate-Term Bond ETF made up 0.18% of MRA Associates USA's portfolio in Q3 2019, its #73 holding.
  • MRA Associates USA first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 2 quarters since.
  • MRA Associates USA's Vanguard Intermediate-Term Bond ETF position peaked at $55.3K in Q2 2019.
  • 407 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.