Cahill Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-894	Closed	-$80K	–	287
2021 Q3	$80K	Buy	+894	New	+$81K	0.02%	284
2017 Q4	–	Sell	-23,919	Closed	-$2.03M	–	137
2017 Q3	$2.03M	Sell	23,919 -1,232	-5%	-$105K	1.07%	28
2017 Q2	$2.13M	Sell	25,151 -582	-2%	-$49.2K	1.18%	26
2017 Q1	$2.15M	Sell	25,733 -5,224	-17%	-$435K	1.24%	27
2016 Q4	$2.57M	Buy	30,957 +6,365	+26%	+$540K	1.57%	20
2016 Q3	$2.16M	Buy	24,592 +13,677	+125%	+$1.2M	1.4%	23
2016 Q2	$962K	Buy	10,915 +2,118	+24%	+$183K	0.67%	39
2016 Q1	$759K	Buy	+8,797	New	+$746K	0.57%	46

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

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

Cahill Financial Advisors's BIV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 894 shares — an estimated $80K sold.

Cahill Financial Advisors first reported a position in BIV in Q1 2016 and held it in 8 quarters. The position peaked at $2.57M in Q4 2016. 722 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Cahill Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 894 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $80K.
Cahill Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and held it in 8 quarters.
Cahill Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.57M in Q4 2016.
722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.