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Rushmore Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rushmore Investment Advisors’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
2013
Q2 		$4.25M Buy
+50,889
New +$4.42M 0.86% 22

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Rushmore Investment Advisors's BIV Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2013: 50,889 shares worth $4.25M. The stake represents 0.86% of the portfolio and ranks #22 among its holdings.

168 funds tracked by Wall St. Rank hold BIV as of Q2 2013.

  • Rushmore Investment Advisors held 50,889 shares of Vanguard Intermediate-Term Bond ETF worth $4.25M as of Q2 2013.
  • Vanguard Intermediate-Term Bond ETF was a new Rushmore Investment Advisors position in Q2 2013.
  • Vanguard Intermediate-Term Bond ETF made up 0.86% of Rushmore Investment Advisors's portfolio in Q2 2013, its #22 holding.
  • 168 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.