CL
BIV icon

Cabana LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cabana LLC’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
2024
Q2 		– Sell
-2,705
Closed -$204K – 14
2024
Q1 		$204K Buy
2,705
+84
+3% +$6.33K 0.87% 17
2023
Q4 		$200K Buy
+2,621
New +$192K 0.91% 18
2023
Q3 		– Sell
-5,828
Closed -$438K – 4
2023
Q2 		$438K Buy
+5,828
New +$444K 1.7% 13
2022
Q2 		– Sell
-26,654
Closed -$2.17M – 10
2022
Q1 		$2.17M Buy
26,654
+25,802
+3,028% +$2.18M 8.56% 7
2021
Q4 		$75K Sell
852
-21,737
-96% -$1.93M 0.26% 17
2021
Q3 		$2M Buy
+22,589
New +$2.05M 7.14% 8
2020
Q2 		$51.8M Buy
+555,538
New +$50.8M 4.76% 10

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cabana LLC's BIV Position: Q2 2024 in Review

Cabana LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 2,705 shares — an estimated $204K sold.

Cabana LLC first reported a position in BIV in Q2 2020 and held it in 7 quarters. The position peaked at $51.8M in Q2 2020. 828 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Cabana LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cabana LLC sold 2,705 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $204K.
  • Cabana LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 7 quarters.
  • Cabana LLC's Vanguard Intermediate-Term Bond ETF position peaked at $51.8M in Q2 2020.
  • 828 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Cabana LLC's 13F filing for Q2 2024, filed 2 Aug 2024.