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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Chesley Taft & Associates's BIV Position: Q1 2018 in Review

Chesley Taft & Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2018, closing a stake of 7,175 shares — an estimated $601K sold.

Chesley Taft & Associates first reported a position in BIV in Q4 2015 and held it in 9 quarters. The position peaked at $607K in Q3 2017. 400 funds tracked by Wall St. Rank hold BIV as of Q1 2018.

Chesley Taft & Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
Chesley Taft & Associates sold 7,175 Vanguard Intermediate-Term Bond ETF shares in Q1 2018, an estimated $601K.
Chesley Taft & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 9 quarters.
Chesley Taft & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $607K in Q3 2017.
400 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2018.

Based on Chesley Taft & Associates's 13F filing for Q1 2018, filed 11 Apr 2018.