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 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arcadia Investment Management's BIV Position: Q4 2018 in Review

Arcadia Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 248 shares — an estimated $20K sold.

Arcadia Investment Management first reported a position in BIV in Q4 2015 and held it in 12 quarters. The position peaked at $579K in Q1 2017. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

Arcadia Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Arcadia Investment Management sold 248 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $20K.
Arcadia Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 12 quarters.
Arcadia Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $579K in Q1 2017.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Arcadia Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.