C-J Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

C-J Advisory’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
2021 Q3	$4.18M	Buy	46,771 +3,106	+7%	+$281K	2.22%	15
2021 Q2	$3.93M	Buy	43,665 +2,364	+6%	+$211K	2.11%	16
2021 Q1	$3.66M	Buy	41,301 +2,849	+7%	+$259K	2.14%	16
2020 Q4	$3.57M	Buy	38,452 +2,715	+8%	+$253K	2.23%	16
2020 Q3	$3.34M	Sell	35,737 -227	-0.6%	-$21.3K	2.43%	15
2020 Q2	$3.35M	Buy	35,964 +897	+3%	+$82.1K	2.53%	15
2020 Q1	$3.13M	Sell	35,067 -8,454	-19%	-$750K	2.83%	12
2019 Q4	$3.79M	Buy	43,521 +1,656	+4%	+$145K	2.26%	13
2019 Q3	$3.68M	Buy	41,865 +324	+0.8%	+$28.3K	2.32%	12
2019 Q2	$3.59M	Buy	41,541 +358	+0.9%	+$30.2K	2.32%	12
2019 Q1	$3.43M	Sell	41,183 -885	-2%	-$72.9K	2.23%	12
2018 Q4	$3.42M	Buy	42,068 +2,142	+5%	+$172K	2.5%	12
2018 Q3	$3.21M	Buy	39,926 +632	+2%	+$51.1K	2.17%	14
2018 Q2	$3.18M	Buy	39,294 +405	+1%	+$32.7K	2.23%	13
2018 Q1	$3.17M	Buy	38,889 +1,384	+4%	+$114K	2.3%	12
2017 Q4	$3.14M	Buy	37,505 +4,608	+14%	+$388K	2.29%	13
2017 Q3	$2.79M	Buy	32,897 +916	+3%	+$77.8K	2.07%	16
2017 Q2	$2.7M	Buy	31,981 +855	+3%	+$72.2K	2.09%	15
2017 Q1	$2.6M	Buy	31,126 +1,152	+4%	+$95.9K	2.13%	15
2016 Q4	$2.49M	Buy	29,974 +1,958	+7%	+$166K	2.18%	15
2016 Q3	$2.46M	Buy	+28,016	New	+$2.46M	2.19%	15

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

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

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

C-J Advisory's BIV Position: Q3 2021 in Review

C-J Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.1% in Q3 2021, buying an estimated $281K and bringing the position to 46,771 shares worth $4.18M. The position accounts for 2.22% of the portfolio, ranked #15.

C-J Advisory first reported a position in BIV in Q3 2016 and has held it in 21 quarters since. 639 funds tracked by Wall St. Rank hold BIV as of Q3 2021.

C-J Advisory held 46,771 shares of Vanguard Intermediate-Term Bond ETF worth $4.18M as of Q3 2021.
C-J Advisory bought 3,106 Vanguard Intermediate-Term Bond ETF shares in Q3 2021, an estimated $281K.
Vanguard Intermediate-Term Bond ETF made up 2.22% of C-J Advisory's portfolio in Q3 2021, its #15 holding.
C-J Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and has held it in 21 quarters since.
639 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.