Axiom Financial Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Axiom Financial Strategies’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
2022 Q1	–	Sell	-117,062	Closed	-$10.3M	–	78
2021 Q4	$10.3M	Buy	117,062 +5,922	+5%	+$525K	4.66%	7
2021 Q3	$9.94M	Sell	111,140 -27,019	-20%	-$2.45M	4.68%	7
2021 Q2	$12.4M	Buy	138,159 +2,401	+2%	+$214K	5.73%	6
2021 Q1	$12M	Buy	135,758 +27,364	+25%	+$2.49M	5.92%	7
2020 Q4	$10.1M	Hold	108,394	–	–	6.09%	5
2020 Q3	$10.1M	Sell	108,394 -1,102	-1%	-$103K	6.09%	5
2020 Q2	$10.2M	Buy	109,496 +10,809	+11%	+$989K	6.65%	4
2020 Q1	$8.82M	Buy	+98,687	New	+$8.75M	7.12%	3

Other funds holding BIV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Axiom Financial Strategies's BIV Position: Q1 2022 in Review

Axiom Financial Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 117,062 shares — an estimated $10.3M sold.

Axiom Financial Strategies first reported a position in BIV in Q1 2020 and held it in 8 quarters. The position peaked at $12.4M in Q2 2021. 715 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

Axiom Financial Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Axiom Financial Strategies sold 117,062 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $10.3M.
Axiom Financial Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 8 quarters.
Axiom Financial Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $12.4M in Q2 2021.
715 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on Axiom Financial Strategies's 13F filing for Q1 2022, filed 2 May 2022.