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Stanford Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stanford Investment Group’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
2016
Q4 		– Sell
-698
Closed -$61K – 375
2016
Q3 		$61K Hold
698
– – 0.03% 130
2016
Q2 		$61K Hold
698
– – 0.03% 122
2016
Q1 		$60K Buy
+698
New +$59.2K 0.03% 116

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Stanford Investment Group's BIV Position: Q4 2016 in Review

Stanford Investment Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 698 shares — an estimated $61K sold.

Stanford Investment Group first reported a position in BIV in Q1 2016 and held it in 3 quarters. The position peaked at $61K in Q3 2016. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

  • Stanford Investment Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Stanford Investment Group sold 698 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $61K.
  • Stanford Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 3 quarters.
  • Stanford Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $61K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.