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Parasol Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Parasol Investment 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
2015
Q2 		– Sell
-11
Closed -$1K – 260
2015
Q1 		$1K Hold
11
– – ﹤0.01% 259
2014
Q4 		$1K Hold
11
– – ﹤0.01% 295
2014
Q3 		$1K Hold
11
– – ﹤0.01% 278
2014
Q2 		$1K Hold
11
– – ﹤0.01% 264
2014
Q1 		$1K Hold
11
– – ﹤0.01% 247
2013
Q4 		$1K Buy
+11
New +$918 ﹤0.01% 248

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Parasol Investment Management's BIV Position: Q2 2015 in Review

Parasol Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2015, closing a stake of 11 shares — an estimated $1K sold.

Parasol Investment Management first reported a position in BIV in Q4 2013 and held it in 6 quarters. The position peaked at $1K in Q1 2015. 223 funds tracked by Wall St. Rank hold BIV as of Q2 2015.

  • Parasol Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Parasol Investment Management sold 11 Vanguard Intermediate-Term Bond ETF shares in Q2 2015, an estimated $1K.
  • Parasol Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and held it in 6 quarters.
  • Parasol Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $1K in Q1 2015.
  • 223 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2015.

Based on Parasol Investment Management's 13F filing for Q2 2015, filed 13 Jul 2015.