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Thomaspartners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Thomaspartners’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
Q3 		– Sell
-320
Closed -$27K – 140
2013
Q2 		$27K Buy
+320
New +$27.8K ﹤0.01% 172

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thomaspartners's BIV Position: Q3 2013 in Review

Thomaspartners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2013, closing a stake of 320 shares — an estimated $27K sold.

Thomaspartners first reported a position in BIV in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 150 funds tracked by Wall St. Rank hold BIV as of Q3 2013.

  • Thomaspartners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 320 Vanguard Intermediate-Term Bond ETF shares in Q3 2013, an estimated $27K.
  • Thomaspartners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's Vanguard Intermediate-Term Bond ETF position peaked at $27K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.