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Weatherstone Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Weatherstone Capital 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
2015
Q2 		– Sell
-4,352
Closed -$375K – 75
2015
Q1 		$375K Buy
+4,352
New +$374K 0.23% 50

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AUIM
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DDSF
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Weatherstone Capital Management's BIV Position: Q2 2015 in Review

Weatherstone Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2015, closing a stake of 4,352 shares — an estimated $375K sold.

Weatherstone Capital Management first reported a position in BIV in Q1 2015 and held it in 1 quarter. The position peaked at $375K in Q1 2015. 223 funds tracked by Wall St. Rank hold BIV as of Q2 2015.

  • Weatherstone Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Weatherstone Capital Management sold 4,352 Vanguard Intermediate-Term Bond ETF shares in Q2 2015, an estimated $375K.
  • Weatherstone Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 1 quarter.
  • Weatherstone Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $375K in Q1 2015.
  • 223 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2015.

Based on Weatherstone Capital Management's 13F filing for Q2 2015, filed 11 Aug 2015.