Chandler Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Chandler Asset 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
2021 Q2	–	Sell	-300	Closed	-$27K	–	18
2021 Q1	$27K	Hold	300	–	–	0.01%	20
2020 Q4	$27.9K	Hold	300	–	–	0.01%	18
2020 Q3	$28K	Hold	300	–	–	0.01%	18
2020 Q2	$28K	Sell	300 -559	-65%	-$51.2K	0.01%	17
2020 Q1	$77K	Hold	859	–	–	0.04%	17
2019 Q4	$75K	Hold	859	–	–	0.03%	17
2019 Q3	$76K	Hold	859	–	–	0.03%	17
2019 Q2	$74K	Hold	859	–	–	0.05%	17
2019 Q1	$72K	Hold	859	–	–	0.05%	17
2018 Q4	$69K	Hold	859	–	–	0.05%	17
2018 Q3	$69K	Hold	859	–	–	0.05%	17
2018 Q2	$70K	Hold	859	–	–	0.06%	15
2018 Q1	$70K	Hold	859	–	–	0.06%	23
2017 Q4	$72K	Buy	+859	New	+$72.4K	0.06%	17

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Chandler Asset Management's BIV Position: Q2 2021 in Review

Chandler Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 300 shares — an estimated $27K sold.

Chandler Asset Management first reported a position in BIV in Q4 2017 and held it in 14 quarters. The position peaked at $77K in Q1 2020. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Chandler Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Chandler Asset Management sold 300 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $27K.
Chandler Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 14 quarters.
Chandler Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $77K in Q1 2020.
638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Chandler Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.