Dowling & Yahnke’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Dowling & Yahnke’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 Q4	–	Sell	-4,129	Closed	-$369K	–	381
2021 Q3	$369K	Sell	4,129 -130	-3%	-$11.8K	0.02%	290
2021 Q2	$383K	Buy	4,259 +225	+6%	+$20.1K	0.02%	282
2021 Q1	$358K	Sell	4,034 -515	-11%	-$46.8K	0.02%	272
2020 Q4	$422K	Sell	4,549 -320	-7%	-$29.8K	0.03%	256
2020 Q3	$455K	Buy	4,869 +600	+14%	+$56.2K	0.04%	237
2020 Q2	$398K	Buy	4,269 +50	+1%	+$4.58K	0.03%	251
2020 Q1	$377K	Sell	4,219 -1,582	-27%	-$140K	0.04%	237
2019 Q4	$506K	Hold	5,801	–	–	0.04%	234
2019 Q3	$510K	Buy	5,801 +106	+2%	+$9.26K	0.04%	232
2019 Q2	$493K	Buy	5,695 +600	+12%	+$50.7K	0.04%	234
2019 Q1	$428K	Hold	5,095	–	–	0.04%	211
2018 Q4	$408K	Hold	5,095	–	–	0.04%	207
2018 Q3	$410K	Buy	+5,095	New	+$412K	0.04%	235

Other funds holding BIV

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Dowling & Yahnke's BIV Position: Q4 2021 in Review

Dowling & Yahnke sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 4,129 shares — an estimated $369K sold.

Dowling & Yahnke first reported a position in BIV in Q3 2018 and held it in 13 quarters. The position peaked at $510K in Q3 2019. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Dowling & Yahnke reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Dowling & Yahnke sold 4,129 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $369K.
Dowling & Yahnke first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and held it in 13 quarters.
Dowling & Yahnke's Vanguard Intermediate-Term Bond ETF position peaked at $510K in Q3 2019.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Dowling & Yahnke's 13F filing for Q4 2021, filed 10 Feb 2022.