Cobblestone Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cobblestone Capital Advisors’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
2022 Q2	–	Sell	-2,550	Closed	-$209K	–	254
2022 Q1	$209K	Hold	2,550	–	–	0.01%	245
2021 Q4	$223K	Hold	2,550	–	–	0.01%	243
2021 Q3	$228K	Hold	2,550	–	–	0.02%	237
2021 Q2	$229K	Hold	2,550	–	–	0.02%	242
2021 Q1	$226K	Hold	2,550	–	–	0.02%	238
2020 Q4	$237K	Buy	+2,550	New	+$237K	0.02%	229

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Cobblestone Capital Advisors's BIV Position: Q2 2022 in Review

Cobblestone Capital Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2022, closing a stake of 2,550 shares — an estimated $209K sold.

Cobblestone Capital Advisors first reported a position in BIV in Q4 2020 and held it in 6 quarters. The position peaked at $237K in Q4 2020. 673 funds tracked by Wall St. Rank hold BIV as of Q2 2022.

Cobblestone Capital Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Cobblestone Capital Advisors sold 2,550 Vanguard Intermediate-Term Bond ETF shares in Q2 2022, an estimated $209K.
Cobblestone Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 6 quarters.
Cobblestone Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $237K in Q4 2020.
673 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2022.

Based on Cobblestone Capital Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.