Stone Toro Investment Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stone Toro Investment Advisers’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 Q1	$769K	Hold	8,916	–	–	7.74%	2
2014 Q4	$755K	Hold	8,916	–	–	1.95%	9
2014 Q3	$751K	Hold	8,916	–	–	1.79%	18
2014 Q2	$755K	Sell	8,916 -900	-9%	-$75.7K	2.18%	12
2014 Q1	$818K	Sell	9,816 -53	-0.5%	-$4.41K	1.15%	21
2013 Q4	$806K	Sell	9,869 -2,494	-20%	-$208K	0.72%	34
2013 Q3	$1.03M	Sell	12,363 -262	-2%	-$21.7K	0.68%	45
2013 Q2	$1.05M	Buy	+12,625	New	+$1.1M	0.63%	36

Other funds holding BIV

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 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 $55.2M AUM 10.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stone Toro Investment Advisers's BIV Position: Q1 2015 in Review

Stone Toro Investment Advisers held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2015 at 8,916 shares worth $769K. The position accounts for 7.74% of the portfolio, ranked #2.

Stone Toro Investment Advisers first reported a position in BIV in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2013. 218 funds tracked by Wall St. Rank hold BIV as of Q1 2015.

Stone Toro Investment Advisers held 8,916 shares of Vanguard Intermediate-Term Bond ETF worth $769K as of Q1 2015.
Stone Toro Investment Advisers left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2015.
Vanguard Intermediate-Term Bond ETF made up 7.74% of Stone Toro Investment Advisers's portfolio in Q1 2015, its #2 holding.
Stone Toro Investment Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 8 quarters since.
Stone Toro Investment Advisers's Vanguard Intermediate-Term Bond ETF position peaked at $1.05M in Q2 2013.
218 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.