CCA
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Cadent Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cadent Capital Advisors’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
2026
Q2 		$735K Buy
9,588
+87
+0.9% +$6.68K 0.15% 109
2026
Q1 		$733K Sell
9,501
-501
-5% -$39K 0.19% 87
2025
Q4 		$779K Sell
10,002
-2,077
-17% -$162K 0.21% 82
2025
Q3 		$943K Sell
12,079
-2,023
-14% -$157K 0.25% 85
2025
Q2 		$1.09M Buy
14,102
+235
+2% +$17.9K 0.36% 66
2025
Q1 		$1.06M Sell
13,867
-763
-5% -$57.6K 0.4% 50
2024
Q4 		$1.09M Sell
14,630
-1,335
-8% -$102K 0.38% 54
2024
Q3 		$1.25M Buy
15,965
+116
+0.7% +$8.94K 0.43% 51
2024
Q2 		$1.19M Buy
15,849
+236
+2% +$17.5K 0.48% 41
2024
Q1 		$1.18M Sell
15,613
-380
-2% -$28.6K 0.47% 38
2023
Q4 		$1.22M Buy
15,993
+140
+0.9% +$10.3K 0.62% 39
2023
Q3 		$1.15M Sell
15,853
-818
-5% -$60.5K 0.56% 44
2023
Q2 		$1.25M Buy
16,671
+87
+0.5% +$6.63K 0.78% 34
2023
Q1 		$1.27M Sell
16,584
-746
-4% -$56.5K 0.76% 36
2022
Q4 		$1.29M Sell
17,330
-3,295
-16% -$244K 0.77% 37
2022
Q3 		$1.52M Sell
20,625
-368
-2% -$28.5K 0.91% 32
2022
Q2 		$1.63M Sell
20,993
-3,586
-15% -$281K 0.96% 33
2022
Q1 		$2.01M Sell
24,579
-22,734
-48% -$1.92M 0.92% 34
2021
Q4 		$4.15M Buy
47,313
+25,858
+121% +$2.29M 1.83% 22
2021
Q3 		$1.92M Sell
21,455
-18,522
-46% -$1.68M 0.85% 34
2021
Q2 		$3.6M Sell
39,977
-3,187
-7% -$285K 1.5% 25
2021
Q1 		$3.83M Sell
43,164
-13,657
-24% -$1.24M 1.7% 24
2020
Q4 		$5.28M Buy
+56,821
New +$5.29M 2.6% 11

Other funds holding BIV

SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return