CTA
BIV icon

Chesley Taft & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Chesley Taft & Associates’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
2018
Q1 		– Sell
-7,175
Closed -$601K – 269
2017
Q4 		$601K Hold
7,175
– – 0.05% 211
2017
Q3 		$607K Hold
7,175
– – 0.05% 208
2017
Q2 		$607K Hold
7,175
– – 0.05% 202
2017
Q1 		$600K Buy
7,175
+430
+6% +$35.8K 0.06% 209
2016
Q4 		$560K Hold
6,745
– – 0.06% 206
2016
Q3 		$591K Hold
6,745
– – 0.06% 194
2016
Q2 		$594K Buy
6,745
+580
+9% +$50.1K 0.06% 189
2016
Q1 		$532K Hold
6,165
– – 0.06% 190
2015
Q4 		$512K Buy
+6,165
New +$519K 0.05% 192

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return