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Smith & Howard Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Smith & Howard Wealth 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
2013
Q4 		– Sell
-55
Closed -$5K – 251
2013
Q3 		$5K Hold
55
– – ﹤0.01% 218
2013
Q2 		$5K Buy
+55
New +$4.78K ﹤0.01% 196

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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 22.9% 1-Year Est. Return

Smith & Howard Wealth Management's BIV Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2013, closing a stake of 55 shares — an estimated $5K sold.

Smith & Howard Wealth Management first reported a position in BIV in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 161 funds tracked by Wall St. Rank hold BIV as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 55 Vanguard Intermediate-Term Bond ETF shares in Q4 2013, an estimated $5K.
  • Smith & Howard Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $5K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.