Arcadia Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Arcadia Investment 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
2018 Q4	–	Sell	-248	Closed	-$20K	–	278
2018 Q3	$20K	Sell	248 -25	-9%	-$2.02K	0.01%	275
2018 Q2	$22K	Hold	273	–	–	0.01%	277
2018 Q1	$22K	Hold	273	–	–	0.01%	280
2017 Q4	$23K	Hold	273	–	–	0.01%	285
2017 Q3	$23K	Sell	273 -5,057	-95%	-$429K	0.01%	290
2017 Q2	$451K	Sell	5,330 -1,595	-23%	-$135K	0.14%	97
2017 Q1	$579K	Hold	6,925	–	–	0.18%	87
2016 Q4	$575K	Buy	6,925 +433	+7%	+$36.8K	0.19%	85
2016 Q3	$569K	Buy	6,492 +241	+4%	+$21.1K	0.19%	83
2016 Q2	$551K	Buy	6,251 +273	+5%	+$23.6K	0.18%	83
2016 Q1	$516K	Buy	5,978 +1,931	+48%	+$164K	0.17%	86
2015 Q4	$336K	Buy	+4,047	New	+$341K	0.1%	97

Other funds holding BIV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return