PPA
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Parametric Portfolio Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Parametric Portfolio 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
2017
Q1 		– Sell
-3,684
Closed -$306K – 3776
2016
Q4 		$306K Sell
3,684
-143
-4% -$12.1K ﹤0.01% 3415
2016
Q3 		$335K Buy
3,827
+154
+4% +$13.5K ﹤0.01% 3366
2016
Q2 		$323K Sell
3,673
-1,357
-27% -$117K ﹤0.01% 3422
2016
Q1 		$434K Sell
5,030
-4,464
-47% -$378K ﹤0.01% 3405
2015
Q4 		$789K Sell
9,494
-247
-3% -$20.8K ﹤0.01% 2964
2015
Q3 		$826K Buy
9,741
+4,562
+88% +$384K ﹤0.01% 2448
2015
Q2 		$434K Buy
+5,179
New +$440K ﹤0.01% 3364
2013
Q3 		– Sell
-10,236
Closed -$855K – 3819
2013
Q2 		$855K Buy
+10,236
New +$889K ﹤0.01% 2559

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 $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return