Cahill Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cahill Wealth Management’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
2025 Q1	$1.76M	Sell	22,961 -3,128	-12%	-$236K	0.89%	20
2024 Q4	$1.95M	Sell	26,089 -314	-1%	-$23.9K	0.99%	17
2024 Q3	$2.07M	Buy	26,403 +42	+0.2%	+$3.24K	1.07%	16
2024 Q2	$1.97M	Sell	26,361 -216	-0.8%	-$16.1K	1.18%	15
2024 Q1	$2M	Buy	26,577 +83	+0.3%	+$6.26K	1.17%	15
2023 Q4	$2.02M	Sell	26,494 -1,124	-4%	-$82.3K	1.36%	14
2023 Q3	$2M	Sell	27,618 -1,445	-5%	-$107K	1.53%	12
2023 Q2	$2.19M	Buy	29,063 +816	+3%	+$62.1K	1.51%	13
2023 Q1	$2.17M	Buy	28,247 +2,938	+12%	+$223K	1.6%	12
2022 Q4	$1.91M	Sell	25,309 -40,700	-62%	-$3.02M	1.39%	13
2022 Q3	$4.85M	Buy	66,009 +26	+0%	+$2.01K	4.33%	6
2022 Q2	$5.12M	Sell	65,983 -1,147	-2%	-$89.9K	4.33%	6
2022 Q1	$5.5M	Buy	+67,130	New	+$5.67M	4.08%	6

Other funds holding BIV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Cahill Wealth Management's BIV Position: Q1 2025 in Review

Cahill Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q1 2025, selling an estimated $236K and leaving 22,961 shares worth $1.76M. The position accounts for 0.89% of the portfolio, ranked #20.

Cahill Wealth Management first reported a position in BIV in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.5M in Q1 2022. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Cahill Wealth Management held 22,961 shares of Vanguard Intermediate-Term Bond ETF worth $1.76M as of Q1 2025.
Cahill Wealth Management sold 3,128 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $236K.
Vanguard Intermediate-Term Bond ETF made up 0.89% of Cahill Wealth Management's portfolio in Q1 2025, its #20 holding.
Cahill Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $5.5M in Q1 2022.
922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.