CCM
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Cambridge Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cambridge Capital 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
2026
Q1 		$16.9M Buy
219,460
+5,553
+3% +$432K 7.3% 6
2025
Q4 		$16.7M Buy
213,907
+11,624
+6% +$909K 7.48% 5
2025
Q3 		$15.8M Buy
202,283
+15,700
+8% +$1.22M 7.57% 5
2025
Q2 		$14.4M Buy
186,583
+82,185
+79% +$6.26M 7.74% 5
2025
Q1 		$7.99M Buy
104,398
+13,738
+15% +$1.04M 5.06% 6
2024
Q4 		$6.78M Buy
90,660
+36,458
+67% +$2.77M 4.34% 6
2024
Q3 		$4.25M Buy
54,202
+19,720
+57% +$1.52M 2.8% 9
2024
Q2 		$2.58M Buy
34,482
+5,258
+18% +$391K 1.91% 13
2024
Q1 		$2.2M Sell
29,224
-16
-0.1% -$1.21K 1.73% 14
2023
Q4 		$2.23M Buy
+29,240
New +$2.14M 1.89% 13

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return